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United Capital Financial Advisors’s Cal-Maine CALM Stock Holding History

United Capital Financial Advisors’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 		$606K Buy
7,526
+2,490
+49% +$192K ﹤0.01% 1017
2026
Q1 		$399K Buy
+5,036
New +$414K ﹤0.01% 1189
2015
Q2 		– Sell
-6,245
Closed -$279K – 1255
2015
Q1 		$279K Buy
+6,245
New +$231K ﹤0.01% 1089

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

United Capital Financial Advisors's CALM Position: Q2 2026 in Review

United Capital Financial Advisors increased its Cal-Maine (CALM) stake by 49% in Q2 2026, buying an estimated $192K and bringing the position to 7,526 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

United Capital Financial Advisors first reported a position in CALM in Q1 2015 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • United Capital Financial Advisors held 7,526 shares of Cal-Maine worth $606K as of Q2 2026.
  • United Capital Financial Advisors bought 2,490 Cal-Maine shares in Q2 2026, an estimated $192K.
  • Cal-Maine made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1017 holding.
  • United Capital Financial Advisors first reported a position in Cal-Maine in Q1 2015 and has held it in 3 quarters since.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.