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Kestra Private Wealth Services’s Cal-Maine CALM Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-3,249
Closed -$258K – 1789
2025
Q4 		$258K Sell
3,249
-5,902
-64% -$518K ﹤0.01% 1491
2025
Q3 		$861K Buy
+9,151
New +$977K 0.01% 845
2024
Q2 		– Sell
-6,056
Closed -$356K – 1357
2024
Q1 		$356K Buy
6,056
+517
+9% +$29.4K 0.01% 941
2023
Q4 		$318K Sell
5,539
-204
-4% -$10.1K 0.01% 920
2023
Q3 		$278K Buy
+5,743
New +$267K 0.01% 895

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kestra Private Wealth Services's CALM Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Cal-Maine (CALM) in Q1 2026, closing a stake of 3,249 shares — an estimated $258K sold.

Kestra Private Wealth Services first reported a position in CALM in Q3 2023 and held it in 5 quarters. The position peaked at $861K in Q3 2025. 464 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Cal-Maine position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,249 Cal-Maine shares in Q1 2026, an estimated $258K.
  • Kestra Private Wealth Services first reported a position in Cal-Maine in Q3 2023 and held it in 5 quarters.
  • Kestra Private Wealth Services's Cal-Maine position peaked at $861K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.