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McBroom & Associates’s Cal-Maine CALM Stock Holding History

McBroom & Associates’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 		– Sell
-8,856
Closed -$713K – 34
2026
Q2 		$713K Sell
8,856
-30
-0.3% -$2.32K 0.36% 32
2026
Q1 		$703K Buy
8,886
+4,017
+83% +$330K 0.39% 32
2025
Q4 		$387K Sell
4,869
-763
-14% -$67K 0.19% 34
2025
Q3 		$530K Buy
+5,632
New +$601K 0.25% 34

Other funds holding CALM

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

McBroom & Associates's CALM Position: Q3 2026 in Review

McBroom & Associates sold out of Cal-Maine (CALM) in Q3 2026, closing a stake of 8,856 shares — an estimated $713K sold.

McBroom & Associates first reported a position in CALM in Q3 2025 and held it in 4 quarters. The position peaked at $713K in Q2 2026. 112 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • McBroom & Associates reported no remaining Cal-Maine position as of Q3 2026 after selling out during the quarter.
  • McBroom & Associates sold 8,856 Cal-Maine shares in Q3 2026, an estimated $713K.
  • McBroom & Associates first reported a position in Cal-Maine in Q3 2025 and held it in 4 quarters.
  • McBroom & Associates's Cal-Maine position peaked at $713K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.