DiNuzzo Private Wealth’s Cal-Maine CALM Stock Holding History

DiNuzzo Private Wealth’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 Q3	$477	Sell	7 -1	-13%	-$81	﹤0.01%	1120
2026 Q2	$645	Buy	8 +1	+14%	+$77	﹤0.01%	1031
2026 Q1	$555	Sell	7 -2	-22%	-$164	﹤0.01%	1058
2025 Q4	$717	Buy	9 +1	+13%	+$88	﹤0.01%	978
2025 Q3	$926	Hold	8	–	–	﹤0.01%	898
2025 Q2	$798	Buy	8 +1	+14%	+$96	﹤0.01%	929
2025 Q1	$637	Sell	7 -1	-13%	-$99	﹤0.01%	969
2024 Q4	$824	Buy	8 +1	+14%	+$94	﹤0.01%	908
2024 Q3	$524	Buy	7 +2	+40%	+$138	﹤0.01%	1097
2024 Q2	$306	Buy	5 +1	+25%	+$59	﹤0.01%	1182
2024 Q1	$236	Hold	4	–	–	﹤0.01%	1178
2023 Q4	$230	Buy	+4	New	+$198	﹤0.01%	1188

Other funds holding CALM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

PCA

Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return

DiNuzzo Private Wealth's CALM Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Cal-Maine (CALM) stake by 13% in Q3 2026, selling an estimated $81 and leaving 7 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

DiNuzzo Private Wealth first reported a position in CALM in Q4 2023 and has held it in 12 quarters since. The position peaked at $926 in Q3 2025. 38 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of Cal-Maine worth $477 as of Q3 2026.
DiNuzzo Private Wealth sold 1 Cal-Maine share in Q3 2026, an estimated $81.
Cal-Maine made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1120 holding.
DiNuzzo Private Wealth first reported a position in Cal-Maine in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Cal-Maine position peaked at $926 in Q3 2025.
38 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.