CWM
CALY

Copia Wealth Management’s Callaway Golf Company CALY Stock Holding History

Copia Wealth Management’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278 Hold
20
– – ﹤0.01% 509
2025
Q4 		$233 Hold
20
– – ﹤0.01% 509
2025
Q3 		$190 Hold
20
– – ﹤0.01% 466
2025
Q2 		$161 Hold
20
– – ﹤0.01% 456
2025
Q1 		$132 Hold
20
– – ﹤0.01% 441
2024
Q4 		$157 Buy
+20
New +$182 ﹤0.01% 415

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Copia Wealth Management's CALY Position: Q1 2026 in Review

Copia Wealth Management held its Callaway Golf Company (CALY) position steady in Q1 2026 at 20 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Copia Wealth Management first reported a position in CALY in Q4 2024 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • Copia Wealth Management held 20 shares of Callaway Golf Company worth $278 as of Q1 2026.
  • Copia Wealth Management left its Callaway Golf Company share count unchanged in Q1 2026.
  • Callaway Golf Company made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #509 holding.
  • Copia Wealth Management first reported a position in Callaway Golf Company in Q4 2024 and has held it in 6 quarters since.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.