Position in CALM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,773,555
+$613,910 QoQ
Shares Held
47,676
+20.1% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CALM Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $13,715,631 across 4 Farm Products names. CALM ranks #2 (27.5% of the industry book) .
All Filings in CALM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,773,555 | 47,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,159,645 | 39,709 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,552,745 | 37,755 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,831,172 | 38,454 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,128,678 | 45,420 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,752,404 | 55,892 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,170,758 | 55,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,422,709 | 56,009 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,172,191 | 53,903 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,610,462 | 62,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,981,122 | 61,568 | Shares | Sole | 2023-11-15 | |
| 2022-09-30 | $218,468 | 3,930 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $133,604 | 2,704 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $144,731 | 2,621 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,662 | 2,451 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $97,053 | 2,684 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $230,983 | 6,379 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $436,374 | 11,358 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $402,241 | 10,715 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $375,220 | 9,779 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $298,638 | 6,714 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $152,874 | 3,476 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||