Koss-Olinger Consulting’s Callaway Golf Company CALY Stock Holding History

Koss-Olinger Consulting’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,042	Closed	-$110K	–	256
2024 Q3	$110K	Sell	10,042 -412	-4%	-$5.18K	0.01%	265
2024 Q2	$160K	Buy	+10,454	New	+$163K	0.01%	250
2024 Q1	–	Sell	-10,555	Closed	-$151K	–	211
2023 Q4	$151K	Buy	10,555 +30	+0.3%	+$385	0.01%	299
2023 Q3	$146K	Sell	10,525 -166	-2%	-$2.91K	0.02%	261
2023 Q2	$212K	Buy	+10,691	New	+$214K	0.02%	245

Other funds holding CALY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koss-Olinger Consulting's CALY Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Callaway Golf Company (CALY) in Q4 2024, closing a stake of 10,042 shares — an estimated $110K sold.

Koss-Olinger Consulting first reported a position in CALY in Q2 2023 and held it in 5 quarters. The position peaked at $212K in Q2 2023. 291 funds tracked by Wall St. Rank hold CALY as of Q4 2024.

Koss-Olinger Consulting reported no remaining Callaway Golf Company position as of Q4 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 10,042 Callaway Golf Company shares in Q4 2024, an estimated $110K.
Koss-Olinger Consulting first reported a position in Callaway Golf Company in Q2 2023 and held it in 5 quarters.
Koss-Olinger Consulting's Callaway Golf Company position peaked at $212K in Q2 2023.
291 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.