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Callan Family Office’s Birkenstock BIRK Stock Holding History

Callan Family Office’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Buy
9,338
+343
+4% +$13.9K 0.01% 892
2026
Q1 		$322K Buy
+8,995
New +$351K 0.01% 907

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Callan Family Office's BIRK Position: Q2 2026 in Review

Callan Family Office increased its Birkenstock (BIRK) stake by 3.8% in Q2 2026, buying an estimated $13.9K and bringing the position to 9,338 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #892.

Callan Family Office first reported a position in BIRK in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

  • Callan Family Office held 9,338 shares of Birkenstock worth $402K as of Q2 2026.
  • Callan Family Office bought 343 Birkenstock shares in Q2 2026, an estimated $13.9K.
  • Birkenstock made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #892 holding.
  • Callan Family Office first reported a position in Birkenstock in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.