Ritholtz Wealth Management’s Cal-Maine CALM Stock Holding History

Ritholtz Wealth Management’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	$208K	Sell	2,580 -129	-5%	-$9.96K	﹤0.01%	1230
2026 Q1	$214K	Buy	2,709 +53	+2%	+$4.35K	﹤0.01%	1111
2025 Q4	$211K	Sell	2,656 -268	-9%	-$23.5K	﹤0.01%	1045
2025 Q3	$275K	Sell	2,924 -9	-0.3%	-$961	0.01%	872
2025 Q2	$292K	Sell	2,933 -192	-6%	-$18.3K	0.01%	801
2025 Q1	$284K	Sell	3,125 -439	-12%	-$43.3K	0.01%	764
2024 Q4	$367K	Buy	3,564 +668	+23%	+$63K	0.01%	649
2024 Q3	$217K	Buy	+2,896	New	+$200K	0.01%	795
2024 Q2	–	Sell	-3,464	Closed	-$204K	–	827
2024 Q1	$204K	Buy	+3,464	New	+$197K	0.01%	739
2023 Q2	–	Sell	-5,759	Closed	-$351K	–	670
2023 Q1	$351K	Buy	+5,759	New	+$321K	0.02%	480

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ritholtz Wealth Management's CALM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Cal-Maine (CALM) stake by 4.8% in Q2 2026, selling an estimated $9.96K and leaving 2,580 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Ritholtz Wealth Management first reported a position in CALM in Q1 2023 and has held it in 10 quarters since. The position peaked at $367K in Q4 2024. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Ritholtz Wealth Management held 2,580 shares of Cal-Maine worth $208K as of Q2 2026.
Ritholtz Wealth Management sold 129 Cal-Maine shares in Q2 2026, an estimated $9.96K.
Cal-Maine made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1230 holding.
Ritholtz Wealth Management first reported a position in Cal-Maine in Q1 2023 and has held it in 10 quarters since.
Ritholtz Wealth Management's Cal-Maine position peaked at $367K in Q4 2024.
456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.