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Coppell Advisory Solutions’s Cal-Maine CALM Stock Holding History

Coppell Advisory Solutions’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
-19,257
Closed -$1.85M – 396
2025
Q3 		$1.85M Buy
19,257
+3,770
+24% +$403K 0.2% 110
2025
Q2 		$1.54M Buy
15,487
+5,908
+62% +$565K 0.18% 123
2025
Q1 		$928K Buy
+9,579
New +$946K 0.13% 153

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's CALM Position: Q4 2025 in Review

Coppell Advisory Solutions sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 19,257 shares — an estimated $1.85M sold.

Coppell Advisory Solutions first reported a position in CALM in Q1 2025 and held it in 3 quarters. The position peaked at $1.85M in Q3 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Coppell Advisory Solutions reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 19,257 Cal-Maine shares in Q4 2025, an estimated $1.85M.
  • Coppell Advisory Solutions first reported a position in Cal-Maine in Q1 2025 and held it in 3 quarters.
  • Coppell Advisory Solutions's Cal-Maine position peaked at $1.85M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Coppell Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.