Burney Company’s Cal-Maine CALM Stock Holding History

Burney Company’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Sell	17,187 -3,892	-18%	-$300K	0.04%	305
2026 Q1	$1.67M	Sell	21,079 -49,534	-70%	-$4.07M	0.05%	246
2025 Q4	$5.62M	Sell	70,613 -39,423	-36%	-$3.46M	0.18%	123
2025 Q3	$10.4M	Buy	110,036 +12,808	+13%	+$1.37M	0.33%	74
2025 Q2	$9.69M	Sell	97,228 -24,244	-20%	-$2.32M	0.33%	73
2025 Q1	$11M	Buy	+121,472	New	+$12M	0.4%	69
2015 Q4	–	Sell	-3,665	Closed	-$200K	–	379
2015 Q3	$200K	Buy	+3,665	New	+$196K	0.02%	358
2013 Q3	–	Sell	-24,470	Closed	-$569K	–	410
2013 Q2	$569K	Buy	+24,470	New	+$537K	0.07%	244

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Burney Company's CALM Position: Q2 2026 in Review

Burney Company reduced its Cal-Maine (CALM) stake by 18% in Q2 2026, selling an estimated $300K and leaving 17,187 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #305.

Burney Company first reported a position in CALM in Q2 2013 and has held it in 8 quarters since. The position peaked at $11M in Q1 2025. 454 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Burney Company held 17,187 shares of Cal-Maine worth $1.38M as of Q2 2026.
Burney Company sold 3,892 Cal-Maine shares in Q2 2026, an estimated $300K.
Cal-Maine made up 0.04% of Burney Company's portfolio in Q2 2026, its #305 holding.
Burney Company first reported a position in Cal-Maine in Q2 2013 and has held it in 8 quarters since.
Burney Company's Cal-Maine position peaked at $11M in Q1 2025.
454 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.