KIM
CALM icon

Kestra Investment Management’s Cal-Maine CALM Stock Holding History

Kestra Investment 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 		$1.39M Buy
17,211
+4,276
+33% +$330K 0.03% 183
2026
Q1 		$1.02M Sell
12,935
-9,401
-42% -$772K 0.02% 209
2025
Q4 		$1.78M Sell
22,336
-9,236
-29% -$811K 0.04% 141
2025
Q3 		$2.97M Sell
31,572
-6,829
-18% -$729K 0.08% 95
2025
Q2 		$3.83M Buy
38,401
+4,976
+15% +$476K 0.12% 75
2025
Q1 		$3.04M Buy
33,425
+3,466
+12% +$342K 0.1% 74
2024
Q4 		$3.08M Sell
29,959
-4,770
-14% -$450K 0.12% 68
2024
Q3 		$2.6M Buy
+34,729
New +$2.4M 0.11% 71

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

Kestra Investment Management's CALM Position: Q2 2026 in Review

Kestra Investment Management increased its Cal-Maine (CALM) stake by 33% in Q2 2026, buying an estimated $330K and bringing the position to 17,211 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #183.

Kestra Investment Management first reported a position in CALM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.83M in Q2 2025. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Kestra Investment Management held 17,211 shares of Cal-Maine worth $1.39M as of Q2 2026.
  • Kestra Investment Management bought 4,276 Cal-Maine shares in Q2 2026, an estimated $330K.
  • Cal-Maine made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #183 holding.
  • Kestra Investment Management first reported a position in Cal-Maine in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Cal-Maine position peaked at $3.83M in Q2 2025.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.