Creative Planning
CALY

Creative Planning’s Callaway Golf Company CALY Stock Holding History

Creative Planning’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
2018
Q4 		– Sell
-4,000
Closed -$12K – 2044
2018
Q3 		$12K Buy
+4,000
New +$86K ﹤0.01% 1979

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

Creative Planning's CALY Position: Q1 2026 in Review

Creative Planning increased its Callaway Golf Company (CALY) stake by 15% in Q1 2026, buying an estimated $99.3K and bringing the position to 55,472 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Creative Planning first reported a position in CALY in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.26M in Q2 2021. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • Creative Planning held 55,472 shares of Callaway Golf Company worth $770K as of Q1 2026.
  • Creative Planning bought 7,075 Callaway Golf Company shares in Q1 2026, an estimated $99.3K.
  • Callaway Golf Company made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2677 holding.
  • Creative Planning first reported a position in Callaway Golf Company in Q2 2013 and has held it in 39 quarters since.
  • Creative Planning's Callaway Golf Company position peaked at $1.26M in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.