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Mitchell McLeod Pugh & Williams’s Cal-Maine CALM Stock Holding History

Mitchell McLeod Pugh & Williams’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
2025
Q4 		– Sell
-2,518
Closed -$222K – 291
2025
Q3 		$222K Buy
+2,518
New +$269K 0.04% 266

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's CALM Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,518 shares — an estimated $222K sold.

Mitchell McLeod Pugh & Williams first reported a position in CALM in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 2,518 Cal-Maine shares in Q4 2025, an estimated $222K.
  • Mitchell McLeod Pugh & Williams first reported a position in Cal-Maine in Q3 2025 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Cal-Maine position peaked at $222K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.