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
Q2 		$376 Hold
20
– – ﹤0.01% 543
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Copia Wealth Management's CALY Position: Q2 2026 in Review

Copia Wealth Management held its Callaway Golf Company (CALY) position steady in Q2 2026 at 20 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Copia Wealth Management first reported a position in CALY in Q4 2024 and has held it in 7 quarters since. 316 funds tracked by Wall St. Rank hold CALY as of Q2 2026.

  • Copia Wealth Management held 20 shares of Callaway Golf Company worth $376 as of Q2 2026.
  • Copia Wealth Management left its Callaway Golf Company share count unchanged in Q2 2026.
  • Callaway Golf Company made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Copia Wealth Management first reported a position in Callaway Golf Company in Q4 2024 and has held it in 7 quarters since.
  • 316 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.