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Carolina Wealth Advisors’s Cal-Maine CALM Stock Holding History

Carolina Wealth Advisors’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
2025
Q4 		– Sell
-497
Closed -$46.8K – 275
2025
Q3 		$46.8K Buy
+497
New +$53.1K 0.02% 124
2023
Q3 		– Sell
-10,374
Closed -$467K – 269
2023
Q2 		$467K Buy
10,374
+1,701
+20% +$84.5K 0.28% 50
2023
Q1 		$528K Buy
8,673
+1,326
+18% +$74K 0.31% 38
2022
Q4 		$400K Buy
+7,347
New +$425K 0.25% 49

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carolina Wealth Advisors's CALM Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 497 shares — an estimated $46.8K sold.

Carolina Wealth Advisors first reported a position in CALM in Q4 2022 and held it in 4 quarters. The position peaked at $528K in Q1 2023. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 497 Cal-Maine shares in Q4 2025, an estimated $46.8K.
  • Carolina Wealth Advisors first reported a position in Cal-Maine in Q4 2022 and held it in 4 quarters.
  • Carolina Wealth Advisors's Cal-Maine position peaked at $528K in Q1 2023.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.