JWCA
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J.W. Cole Advisors’s Cal-Maine CALM Stock Holding History

J.W. Cole Advisors’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
2025
Q4 		– Sell
-2,715
Closed -$255K – 1484
2025
Q3 		$255K Sell
2,715
-565
-17% -$60.3K ﹤0.01% 1310
2025
Q2 		$327K Buy
3,280
+102
+3% +$9.75K 0.01% 1101
2025
Q1 		$289K Buy
+3,178
New +$314K 0.01% 984

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's CALM Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,715 shares — an estimated $255K sold.

J.W. Cole Advisors first reported a position in CALM in Q1 2025 and held it in 3 quarters. The position peaked at $327K in Q2 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,715 Cal-Maine shares in Q4 2025, an estimated $255K.
  • J.W. Cole Advisors first reported a position in Cal-Maine in Q1 2025 and held it in 3 quarters.
  • J.W. Cole Advisors's Cal-Maine position peaked at $327K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.