UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 1999
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Montag & Caldwell, Inc.
Address: 3343 Peachtree Rd NE
Suite 1100
Atlanta, GA 30326-1022
13F File Number:
The institutional investment manager filing this report and the
person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all
information contained herein is true, correct and complete, and
that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of
this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Elizabeth Chester
Title: Senior Vice President and Secretary
Phone: 404-836-7130
Signature, Place, and Date of Signing
Elizabeth Chester Atlanta, GA April 12, 1999
Report Type (Check only one.):
[ X ] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES AND EXCHANGE
ACT OF 1934.
<PAGE>
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 141
Form 13F Information Table Value Total (Thousands): 27,551,168
List of Other Included Managers:
NONE
<PAGE>
<TABLE>
VALUE SHARES/ SH/ PUT/ INVSTMT -----VOTING AUTHORITY-----
NAME OF ISSUER -TITLE OF CLASS- --CUSIP-- (x$1000) PRN AMT PRN CALL DSCRETN -MANAGERS- SOLE SHARED NONE
<C> <C>
D 3Com Corporation COM 885535104 284 12200.000SH SOLE 12200.000
D A T & T Corp. COM 001957109 2935 36773.803SH SOLE 33880.803 2893.000
D ALZA Corp Del COM 022615108 700 18300.000SH SOLE 18300.000
D Abbott Laboratories COM 002824100 9546 203920.000SH SOLE 158120.000 45800.000
D Airtouch Communications Inc COM 00949T100 680 7036.000 SH SOLE 6700.000 336.000
D Albertson's Inc COM 013104104 250 4600.000 SH SOLE 4600.000
D America Online Inc Del Com COM 02364J104 842 5725.000 SH SOLE 5725.000
D American Express Co COM 025816109 667286 5666976.000SH SOLE 4910162.000 778714.000
199103 1690900.000SH OTHER 12100.000 1678800.000
D American General Corp COM 026351106 1156 16400.000SH SOLE 16400.000
D American Home Products Corp COM 026609107 816 12500.000SH SOLE 9300.000 3200.000
D American Int'l Group COM 026874107 765897 6349405.500SH SOLE 5492077.500 882678.000
250779 2078993.000SH OTHER 13900.000 2065093.000
D Ameritech Corporation COM 030954101 1683 29208.000SH SOLE 27600.000 1608.000
D Amgen COM 031162100 1602 21400.000SH SOLE 21400.000
D Ascend Communications Com COM 043491109 607 7250.000 SH SOLE 7250.000
D Associates First Cap Cl A COM 046008108 1124 24980.000SH SOLE 24980.000
D B B & T Corp COM 054937107 227 6268.000 SH SOLE 3000.000 3268.000
D Bank One Corporation COM 06423A103 966 17537.000SH SOLE 17537.000
D Bankamerica Corp Com COM 06605F102 1064 15063.000SH SOLE 14663.000 400.000
D Bellsouth Corp COM 079860102 439 10952.000SH SOLE 4708.000 6244.000
D Berkshire Hathaway Inc-Cl A COM 084670108 714 10.000 SH SOLE 9.000 1.000
D Bestfoods COM 08658U101 337425 7179260.000SH SOLE 6271910.000 933950.000
89385 1901800.000SH OTHER 14800.000 1887000.000
D Boston Scientific Corp Com COM 101137107 709961 17475971.000SH SOLE 15130204.000 2412367.000
215593 5306900.000SH OTHER 36900.000 5270000.000
D Bristol-Myers Squibb Co COM 110122108 790877 12333366.000SH SOLE 10758413.000 1624353.000
236769 3692300.000SH OTHER 27200.000 3665100.000
D Burlington Northern Santa Fe COM 12189T104 484 14722.000SH SOLE 14722.000
D Cardinal Healthcare Inc COM 14149Y108 244 3700.000 SH SOLE 3700.000
D Carnival Corporation COM 143658102 361931 7452890.000SH SOLE 6406540.000 1046350.000
68944 1419700.000SH OTHER 18200.000 1401500.000
D Chevron Corp COM 166751107 941 10600.000SH SOLE 10600.000
D Circuit City Stores Inc COM 172737108 559 7300.000 SH SOLE 7300.000
D Cisco Systems COM 17275R102 607330 5543232.000SH SOLE 4795721.000 769661.000
226438 2066750.000SH OTHER 12400.000 2054350.000
D Citigroup Inc. COM 172967101 586 9172.000 SH SOLE 9172.000
D Coca-Cola Co COM 191216100 783501 12765798.000SH SOLE 11073307.000 1741691.000
241462 3934200.000SH OTHER 27400.000 3906800.000
D Compaq Computer Corp COM 204493100 425510 13428311.000SH SOLE 11683299.000 1797312.000
134159 4233800.000SH OTHER 29200.000 4204600.000
D Computer Sciences Corp COM 205363104 353 6400.000 SH SOLE 6400.000
D Costco Companies Inc Com COM 22160Q102 303446 3314085.000SH SOLE 2875945.000 450040.000
86279 942300.000SH OTHER 6000.000 936300.000
D Cracker Barrel Group, Inc. COM 12489V106 87462 4859011.000SH SOLE 4293251.000 591360.000
32306 1794800.000SH OTHER 14400.000 1780400.000
D Dayton Hudson Corp Com COM 239753106 496 7450.000 SH SOLE 7450.000
D Disney, Walt Co COM 254687106 750593 24115444.001SH SOLE 20842530.001 3370014.000
225211 7235700.000SH OTHER 54100.000 7181600.000
D Dollar General COM 256669102 5061 148855.001SH SOLE 76649.001 72206.000
D Dupont (E.I.) De Nemours & Co COM 263534109 782 13460.000SH SOLE 8850.000 4610.000
D EMC Corp/Mass COM 268648102 1865 14600.000SH SOLE 14600.000
D Electronic Arts, Inc. COM 285512109 283930 5977466.000SH SOLE 5177407.000 823159.000
113867 2397200.000SH OTHER 12800.000 2384400.000
D Electronic Data Systems COM 285661104 421469 8656619.000SH SOLE 7548419.000 1142600.000
126578 2599800.000SH OTHER 19200.000 2580600.000
D Eli Lilly & Co COM 532457108 590496 6957238.000SH SOLE 5992077.000 991961.000
221838 2613700.000SH OTHER 14900.000 2598800.000
D Exxon Corp COM 302290101 904 12807.000SH SOLE 7008.000 5799.000
D Fannie Mae COM 313586109 755 10900.000SH SOLE 10500.000 400.000
D First Data Corp COM 319963104 1261 29500.000SH SOLE 29500.000
D Freddie Mac COM 313400301 923 16100.000SH SOLE 16100.000
D Gap Inc. COM 364760108 646309 9601624.500SH SOLE 8298292.000 1341982.500
195602 2905875.000SH OTHER 21500.000 2884375.000
D General Electric Co COM 369604103 750855 6787386.000SH SOLE 5947005.000 866281.000
212992 1925350.000SH OTHER 14300.000 1911050.000
D General Mills Inc. COM 370334104 348 4600.000 SH SOLE 4600.000
D General Motors Corp COM 370442105 479 5500.000 SH SOLE 5500.000
D Gillette Co COM 375766102 1083991 18237487.000SH SOLE 15808325.000 2504962.000
328660 5529500.000SH OTHER 36700.000 5492800.000
D Guidant Corp Com COM 401698105 363 6000.000 SH SOLE 6000.000
D Hewlett-Packard COM 428236103 612551 9033004.000SH SOLE 7851494.000 1217010.000
226521 3340400.000SH OTHER 20100.000 3320300.000
D Home Depot Inc. COM 437076102 803376 12905643.000SH SOLE 11150186.000 1807557.000
285970 4593900.000SH OTHER 29000.000 4564900.000
D Household Intl Inc Com COM 441815107 292 6400.000 SH SOLE 6400.000
D Int'l Business Machines COM 459200101 1888 10649.000SH SOLE 10649.000
D Intel Corp COM 458140100 762430 6413715.000SH SOLE 5582559.000 855756.000
234374 1971600.000SH OTHER 13700.000 1957900.000
D Interpublic Group of Cos COM 460690100 462500 5939007.000SH SOLE 5146942.000 814665.000
150828 1936800.000SH OTHER 12800.000 1924000.000
D Jefferson-Pilot Corp COM 475070108 254 3750.000 SH SOLE 3750.000
D Johnson & Johnson COM 478160104 869293 9297253.000SH SOLE 8086736.000 1247417.000
260547 2786600.000SH OTHER 20400.000 2766200.000
D Liberty Media Group COM 001957208 454 8632.000 SH SOLE 8632.000
D Lincoln National Corp Indiana COM 534187109 1414 14300.000SH SOLE 14300.000
D Lucent Technologies, Inc. COM 549463107 481 4454.000 SH SOLE 2564.000 1890.000
D MBNA Corp COM 55262L100 962 40300.000SH SOLE 40300.000
D MCI Worldcom, Inc. COM 55268b106 458030 5171830.000SH SOLE 4518325.000 672805.000
133127 1503200.000SH OTHER 10800.000 1492400.000
D Manpower Inc. COM 56418H100 201860 8635711.000SH SOLE 7620066.000 1051545.000
62652 2680300.000SH OTHER 20300.000 2660000.000
D Marriott International, Inc. C COM 571903202 464000 13799249.000SH SOLE 11902614.500 1952534.500
125610 3735600.000SH OTHER 31200.000 3704400.000
D Marsh & Mclennan COM 571748102 20549 276750.000SH SOLE 235950.000 40800.000
D Masco Corp COM 574599106 735 26000.000SH SOLE 26000.000
D McDonald's Corp COM 580135101 1005352 22187076.000SH SOLE 19161643.000 3114633.000
342653 7562000.000SH OTHER 49000.000 7513000.000
D Medtronic Inc COM 585055106 604636 8412321.000SH SOLE 7277760.000 1167161.000
232782 3238700.000SH OTHER 18000.000 3220700.000
D Merck & Co Inc COM 589331107 579935 7237882.000SH SOLE 6228179.000 1038903.000
159537 1991100.000SH OTHER 16200.000 1974900.000
D Microsoft Corp COM 594918104 710702 7929734.000SH SOLE 6919428.000 1039306.000
215853 2408400.000SH OTHER 16200.000 2392200.000
D Mobil Corp COM 607059102 1593 18100.000SH SOLE 18100.000
D Molex Cl A (Non-Vtg) COM 608554200 2045 79024.002SH SOLE 41287.002 37737.000
D Nokia Corp Sponsored ADR COM 654902204 503 3230.000 SH SOLE 3230.000
D Parametric Technology Corp. COM 699173100 330 16700.000SH SOLE 16700.000
D Pfizer Inc COM 717081103 802666 5784977.000SH SOLE 5052509.000 755668.000
257617 1856700.000SH OTHER 12900.000 1843800.000
D Post Properties, Inc. COM 737464107 216 5950.000 SH SOLE 200.000 5750.000
D Procter & Gamble Co COM 742718109 909138 9282841.000SH SOLE 8045264.000 1274277.000
301765 3081200.000SH OTHER 20200.000 3061000.000
D Sara Lee Corp COM 803111103 496 20034.000SH SOLE 16034.000 4000.000
D Schering Plough COM 806605101 1437 26000.000SH SOLE 18000.000 8000.000
D Solectron COM 834182107 613430 12631754.000SH SOLE 10940214.000 1742540.000
195309 4021800.000SH OTHER 28400.000 3993400.000
D Southwest Airlines Co. COM 844741108 239 7900.000 SH SOLE 7900.000
D State Street Corp. COM 857477103 1226 14900.000SH SOLE 12100.000 2800.000
D Sterling Software Inc Com COM 859547101 261 11000.000SH SOLE 11000.000
D SunTrust Banks Inc COM 867914103 1450 23300.000SH SOLE 23300.000
D Sysco Corp COM 871829107 2289 87000.000SH SOLE 62188.000 24812.000
D Telefonica S A Sponsored ADR COM 879382208 209 1636.000 SH SOLE 1636.000
D Tellabs Inc Com COM 879664100 621395 6356983.000SH SOLE 5486158.000 896425.000
214679 2196200.000SH OTHER 13600.000 2182600.000
D Texaco Inc COM 881694103 948 16700.000SH SOLE 16700.000
D Texas Instruments, Inc. COM 882508104 387 3900.000 SH SOLE 3900.000
D Time Warner Inc COM 887315109 1912 27000.000SH SOLE 27000.000
D Tyco Internationals Ltd COM 902124106 1576 21961.000SH SOLE 21961.000
D US West Inc COM 91273H101 1338 24295.000SH SOLE 23950.000 345.000
D Unisys Corp COM 909214108 736 26600.000SH SOLE 26600.000
D WASHINGTON MUT INC COM COM 939322103 785 19200.000SH SOLE 19200.000
D Wachovia Corp New COM 929771103 832 10245.000SH SOLE 7945.000 2300.000
D Wal-Mart Stores Inc COM 931142103 1235 13400.000SH SOLE 13400.000
D Warner-Lambert Co COM 934488107 2561 38650.000SH SOLE 38650.000
D Waste Mgmt Inc Del Com COM 94106L109 209 4717.000 SH SOLE 4717.000
D Xerox Corp COM 984121103 615 11800.000SH SOLE 11800.000
D BB&T MUT FDS NC TAX FREE TR 05527P602 300 29107.621SH SOLE 29107.621
D BB&T Mutual Funds Internationa 05527P743 323 28187.868SH SOLE 28187.868
D BB&T Mutual Funds Small Growth 05527P834 324 14423.537SH SOLE 14423.537
D Montag & Caldwell Growth Fund 126413509 380 11871.101SH SOLE 11871.101
S REPORT SUMMARY 141 DATA RECORDS 27551168 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
</TABLE>
