CFFP
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Center for Financial Planning’s Cal-Maine CALM Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-12
Closed -$1.09K – 658
2025
Q1 		$1.09K Hold
12
– – ﹤0.01% 633
2024
Q4 		$1.24K Buy
+12
New +$1.13K ﹤0.01% 583

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Center for Financial Planning's CALM Position: Q2 2025 in Review

Center for Financial Planning sold out of Cal-Maine (CALM) in Q2 2025, closing a stake of 12 shares — an estimated $1.09K sold.

Center for Financial Planning first reported a position in CALM in Q4 2024 and held it in 2 quarters. The position peaked at $1.24K in Q4 2024. 448 funds tracked by Wall St. Rank hold CALM as of Q2 2025.

  • Center for Financial Planning reported no remaining Cal-Maine position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 12 Cal-Maine shares in Q2 2025, an estimated $1.09K.
  • Center for Financial Planning first reported a position in Cal-Maine in Q4 2024 and held it in 2 quarters.
  • Center for Financial Planning's Cal-Maine position peaked at $1.24K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.