MassMutual Private Wealth & Trust’s Cal-Maine CALM Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$4.08K	Buy	60 +16	+36%	+$1.3K	﹤0.01%	1685
2026 Q2	$3.54K	Sell	44 -1	-2%	-$77	﹤0.01%	1807
2026 Q1	$3.56K	Buy	45 +2	+5%	+$164	﹤0.01%	1798
2025 Q4	$3.42K	Sell	43 -33	-43%	-$2.9K	﹤0.01%	1828
2025 Q3	$7.15K	Sell	76 -5	-6%	-$534	﹤0.01%	1537
2025 Q2	$8.07K	Buy	81 +9	+13%	+$860	﹤0.01%	1449
2025 Q1	$6.54K	Sell	72 -12	-14%	-$1.18K	﹤0.01%	1471
2024 Q4	$8.64K	Buy	84 +43	+105%	+$4.06K	﹤0.01%	1318
2024 Q3	$3.07K	Hold	41	–	–	﹤0.01%	1536
2024 Q2	$2.51K	Hold	41	–	–	﹤0.01%	1558
2024 Q1	$2.41K	Hold	41	–	–	﹤0.01%	1486
2023 Q4	$2.35K	Buy	41 +20	+95%	+$988	﹤0.01%	1453
2023 Q3	$1.02K	Hold	21	–	–	﹤0.01%	1688
2023 Q2	$945	Buy	+21	New	+$1.04K	﹤0.01%	1670
2023 Q1	–	Sell	-36	Closed	-$2K	–	1815
2022 Q4	$2K	Buy	+36	New	+$2.08K	﹤0.01%	1223
2021 Q4	–	Sell	-29	Closed	-$1K	–	1401
2021 Q3	$1K	Buy	+29	New	+$1.03K	﹤0.01%	1142
2021 Q2	–	Sell	-30	Closed	-$1K	–	1218
2021 Q1	$1K	Buy	+30	New	+$1.18K	﹤0.01%	940

Other funds holding CALM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's CALM Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Cal-Maine (CALM) stake by 36% in Q3 2026, buying an estimated $1.3K and bringing the position to 60 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

MassMutual Private Wealth & Trust first reported a position in CALM in Q1 2021 and has held it in 17 quarters since. The position peaked at $8.64K in Q4 2024. 252 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

MassMutual Private Wealth & Trust held 60 shares of Cal-Maine worth $4.08K as of Q3 2026.
MassMutual Private Wealth & Trust bought 16 Cal-Maine shares in Q3 2026, an estimated $1.3K.
Cal-Maine made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1685 holding.
MassMutual Private Wealth & Trust first reported a position in Cal-Maine in Q1 2021 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Cal-Maine position peaked at $8.64K in Q4 2024.
252 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.