KWA
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Kingswood Wealth Advisors’s Cal-Maine CALM Stock Holding History

Kingswood Wealth 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
2026
Q2 		– Sell
-2,597
Closed -$206K – 1010
2026
Q1 		$206K Sell
2,597
-709
-21% -$58.2K 0.01% 878
2025
Q4 		$263K Buy
+3,306
New +$290K 0.01% 728

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

Kingswood Wealth Advisors's CALM Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of Cal-Maine (CALM) in Q2 2026, closing a stake of 2,597 shares — an estimated $206K sold.

Kingswood Wealth Advisors first reported a position in CALM in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining Cal-Maine position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,597 Cal-Maine shares in Q2 2026, an estimated $206K.
  • Kingswood Wealth Advisors first reported a position in Cal-Maine in Q4 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Cal-Maine position peaked at $263K in Q4 2025.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.