MC
PRMB

Montag & Caldwell’s Primo Brands PRMB Stock Holding History

Montag & Caldwell’s Portfolio PRMB Stock Details PRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.28M Hold
43,076
– – 0.28% 43
2025
Q1 		$1.53M Buy
+43,076
New +$1.41M 0.35% 34

Other funds holding PRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Montag & Caldwell's PRMB Position: Q2 2025 in Review

Montag & Caldwell held its Primo Brands (PRMB) position steady in Q2 2025 at 43,076 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #43.

Montag & Caldwell first reported a position in PRMB in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2025. 396 funds tracked by Wall St. Rank hold PRMB as of Q2 2025.

  • Montag & Caldwell held 43,076 shares of Primo Brands worth $1.28M as of Q2 2025.
  • Montag & Caldwell left its Primo Brands share count unchanged in Q2 2025.
  • Primo Brands made up 0.28% of Montag & Caldwell's portfolio in Q2 2025, its #43 holding.
  • Montag & Caldwell first reported a position in Primo Brands in Q1 2025 and has held it in 2 quarters since.
  • Montag & Caldwell's Primo Brands position peaked at $1.53M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Primo Brands as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.