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Evergreen Capital Management’s Cal-Maine CALM Stock Holding History

Evergreen Capital Management’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 		$449K Sell
5,571
-638
-10% -$49.3K 0.01% 973
2026
Q1 		$491K Sell
6,209
-719
-10% -$59.1K 0.01% 799
2025
Q4 		$551K Buy
6,928
+236
+4% +$20.7K 0.01% 689
2025
Q3 		$630K Buy
6,692
+600
+10% +$64.1K 0.02% 558
2025
Q2 		$607K Buy
6,092
+194
+3% +$18.5K 0.02% 487
2025
Q1 		$536K Buy
5,898
+143
+2% +$14.1K 0.02% 478
2024
Q4 		$592K Buy
5,755
+97
+2% +$9.15K 0.02% 452
2024
Q3 		$423K Buy
5,658
+159
+3% +$11K 0.01% 573
2024
Q2 		$336K Buy
5,499
+433
+9% +$25.7K 0.01% 620
2024
Q1 		$298K Buy
5,066
+52
+1% +$2.96K 0.01% 632
2023
Q4 		$288K Sell
5,014
-467
-9% -$23.1K 0.01% 610
2023
Q3 		$265K Buy
5,481
+154
+3% +$7.16K 0.01% 601
2023
Q2 		$240K Sell
5,327
-471
-8% -$23.4K 0.01% 649
2023
Q1 		$353K Sell
5,798
-98
-2% -$5.47K 0.02% 459
2022
Q4 		$321K Buy
5,896
+262
+5% +$15.2K 0.02% 464
2022
Q3 		$313K Buy
+5,634
New +$308K 0.02% 436

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

Evergreen Capital Management's CALM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Cal-Maine (CALM) stake by 10% in Q2 2026, selling an estimated $49.3K and leaving 5,571 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #973.

Evergreen Capital Management first reported a position in CALM in Q3 2022 and has held it in 16 quarters since. The position peaked at $630K in Q3 2025. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Evergreen Capital Management held 5,571 shares of Cal-Maine worth $449K as of Q2 2026.
  • Evergreen Capital Management sold 638 Cal-Maine shares in Q2 2026, an estimated $49.3K.
  • Cal-Maine made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #973 holding.
  • Evergreen Capital Management first reported a position in Cal-Maine in Q3 2022 and has held it in 16 quarters since.
  • Evergreen Capital Management's Cal-Maine position peaked at $630K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.