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 $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

Creative Planning's CALY Position: Q2 2026 in Review

Creative Planning increased its Callaway Golf Company (CALY) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 62,742 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Creative Planning first reported a position in CALY in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.26M in Q2 2021. 316 funds tracked by Wall St. Rank hold CALY as of Q2 2026.

  • Creative Planning held 62,742 shares of Callaway Golf Company worth $1.18M as of Q2 2026.
  • Creative Planning bought 7,270 Callaway Golf Company shares in Q2 2026, an estimated $114K.
  • Callaway Golf Company made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2506 holding.
  • Creative Planning first reported a position in Callaway Golf Company in Q2 2013 and has held it in 40 quarters since.
  • Creative Planning's Callaway Golf Company position peaked at $1.26M in Q2 2021.
  • 316 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2026.

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