Creative Planning
CALM icon

Creative Planning’s Cal-Maine CALM Stock Holding History

Creative 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
2026
Q2 		$5.64M Buy
70,054
+25,322
+57% +$1.95M ﹤0.01% 1308
2026
Q1 		$3.54M Buy
44,732
+22,338
+100% +$1.84M ﹤0.01% 1435
2025
Q4 		$1.78M Sell
22,394
-2,614
-10% -$230K ﹤0.01% 1816
2025
Q3 		$2.35M Buy
25,008
+5,847
+31% +$624K ﹤0.01% 1415
2025
Q2 		$1.91M Buy
19,161
+6,313
+49% +$603K ﹤0.01% 1350
2025
Q1 		$1.17M Sell
12,848
-148
-1% -$14.6K ﹤0.01% 1596
2024
Q4 		$1.34M Buy
12,996
+2,747
+27% +$259K ﹤0.01% 1426
2024
Q3 		$767K Buy
10,249
+2,641
+35% +$183K ﹤0.01% 1736
2024
Q2 		$465K Buy
7,608
+1,926
+34% +$114K ﹤0.01% 2000
2024
Q1 		$334K Buy
5,682
+947
+20% +$53.9K ﹤0.01% 2159
2023
Q4 		$272K Buy
+4,735
New +$234K ﹤0.01% 2159
2023
Q2 		– Sell
-3,833
Closed -$233K – 2679
2023
Q1 		$233K Buy
+3,833
New +$214K ﹤0.01% 2003
2017
Q3 		– Sell
-2,474
Closed -$98K – 2149
2017
Q2 		$98K Sell
2,474
-177
-7% -$6.78K ﹤0.01% 2009
2017
Q1 		$97K Buy
2,651
+458
+21% +$18.3K ﹤0.01% 1985
2016
Q4 		$97K Buy
2,193
+545
+33% +$21.7K ﹤0.01% 1887
2016
Q3 		$64K Buy
1,648
+159
+11% +$6.85K ﹤0.01% 2165
2016
Q2 		$66K Sell
1,489
-2,440
-62% -$115K ﹤0.01% 1946
2016
Q1 		$204K Buy
3,929
+1,116
+40% +$55.7K ﹤0.01% 1202
2015
Q4 		$130K Buy
2,813
+1,413
+101% +$76.1K ﹤0.01% 1485
2015
Q3 		$76K Buy
+1,400
New +$75K ﹤0.01% 1749
2015
Q2 		– Sell
-600
Closed -$23K – 1370
2015
Q1 		$23K Sell
600
-200
-25% -$7.39K ﹤0.01% 2610
2014
Q4 		$31K Buy
800
+730
+1,043% +$31.1K ﹤0.01% 2316
2014
Q3 		$3K Buy
+70
New +$2.78K ﹤0.01% 3498
2013
Q3 		– Sell
-200
Closed -$5K – 3215
2013
Q2 		$5K Buy
+200
New +$4.38K ﹤0.01% 2530

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Creative Planning's CALM Position: Q2 2026 in Review

Creative Planning increased its Cal-Maine (CALM) stake by 57% in Q2 2026, buying an estimated $1.95M and bringing the position to 70,054 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Creative Planning first reported a position in CALM in Q2 2013 and has held it in 24 quarters since. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Creative Planning held 70,054 shares of Cal-Maine worth $5.64M as of Q2 2026.
  • Creative Planning bought 25,322 Cal-Maine shares in Q2 2026, an estimated $1.95M.
  • Cal-Maine made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1308 holding.
  • Creative Planning first reported a position in Cal-Maine in Q2 2013 and has held it in 24 quarters since.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.