Creative Financial Designs’s Cal-Maine CALM Stock Holding History

Creative Financial Designs’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
2026 Q2	$5.27K	Hold	65	–	–	﹤0.01%	1692
2026 Q1	$5.16K	Hold	65	–	–	﹤0.01%	1576
2025 Q4	$5.14K	Buy	65 +1	+2%	+$88	﹤0.01%	1514
2025 Q3	$5.99K	Buy	64 +2	+3%	+$214	﹤0.01%	1488
2025 Q2	$6.21K	Buy	62 +2	+3%	+$191	﹤0.01%	1469
2025 Q1	$5.46K	Buy	60 +1	+2%	+$99	﹤0.01%	1465
2024 Q4	$6.1K	Hold	59	–	–	﹤0.01%	1380
2024 Q3	$4.39K	Buy	59 +1	+2%	+$69	﹤0.01%	1410
2024 Q2	$3.54K	Buy	58 +1	+2%	+$59	﹤0.01%	1393
2024 Q1	$3.35K	Hold	57	–	–	﹤0.01%	1401
2023 Q4	$3.27K	Hold	57	–	–	﹤0.01%	1339
2023 Q3	$2.75K	Buy	57 +1	+2%	+$46	﹤0.01%	1285
2023 Q2	$2.52K	Buy	56 +2	+4%	+$99	﹤0.01%	1280
2023 Q1	$3.26K	Buy	54 +2	+4%	+$112	﹤0.01%	1197
2022 Q4	$2.84K	Buy	52 +1	+2%	+$58	﹤0.01%	1126
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	1104
2022 Q2	$3K	Hold	51	–	–	﹤0.01%	1075
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	1112
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	1116
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	1290
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	1307
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	1196
2020 Q4	$2K	Hold	51	–	–	﹤0.01%	1112
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	1076
2020 Q2	$2K	Buy	+51	New	+$2.17K	﹤0.01%	1009

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Creative Financial Designs's CALM Position: Q2 2026 in Review

Creative Financial Designs held its Cal-Maine (CALM) position steady in Q2 2026 at 65 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

Creative Financial Designs first reported a position in CALM in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.21K in Q2 2025. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Creative Financial Designs held 65 shares of Cal-Maine worth $5.27K as of Q2 2026.
Creative Financial Designs left its Cal-Maine share count unchanged in Q2 2026.
Cal-Maine made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1692 holding.
Creative Financial Designs first reported a position in Cal-Maine in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's Cal-Maine position peaked at $6.21K in Q2 2025.
455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.