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Burney Company’s Casey's General Stores CASY Stock Holding History

Burney Company’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.89M Sell
3,635
-10
-0.3% -$8.06K 0.08% 192
2026
Q1 		$2.65M Buy
3,645
+307
+9% +$200K 0.08% 189
2025
Q4 		$1.84M Hold
3,338
– – 0.06% 255
2025
Q3 		$1.89M Sell
3,338
-250
-7% -$131K 0.06% 237
2025
Q2 		$1.83M Sell
3,588
-220
-6% -$101K 0.06% 236
2025
Q1 		$1.65M Sell
3,808
-1,085
-22% -$445K 0.06% 239
2024
Q4 		$1.94M Sell
4,893
-91
-2% -$36.7K 0.07% 223
2024
Q3 		$1.87M Sell
4,984
-236
-5% -$88.2K 0.07% 229
2024
Q2 		$1.99M Sell
5,220
-354
-6% -$118K 0.08% 225
2024
Q1 		$1.78M Sell
5,574
-33,277
-86% -$9.72M 0.07% 254
2023
Q4 		$10.7M Buy
+38,851
New +$10.6M 0.45% 55
2017
Q2 		– Sell
-3,105
Closed -$349K – 402
2017
Q1 		$349K Sell
3,105
-16,072
-84% -$1.84M 0.02% 297
2016
Q4 		$2.28M Sell
19,177
-998
-5% -$119K 0.16% 147
2016
Q3 		$2.34M Sell
20,175
-2,799
-12% -$360K 0.17% 141
2016
Q2 		$3.02M Buy
22,974
+1,520
+7% +$177K 0.22% 119
2016
Q1 		$2.43M Buy
21,454
+11,144
+108% +$1.25M 0.18% 137
2015
Q4 		$1.25M Buy
10,310
+695
+7% +$79.4K 0.09% 189
2015
Q3 		$990K Buy
9,615
+1,635
+20% +$170K 0.08% 197
2015
Q2 		$764K Buy
7,980
+1,960
+33% +$175K 0.05% 224
2015
Q1 		$542K Buy
+6,020
New +$542K 0.04% 276

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Burney Company's CASY Position: Q2 2026 in Review

Burney Company reduced its Casey's General Stores (CASY) stake by 0.27% in Q2 2026, selling an estimated $8.06K and leaving 3,635 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #192.

Burney Company first reported a position in CASY in Q1 2015 and has held it in 20 quarters since. The position peaked at $10.7M in Q4 2023. 176 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Burney Company held 3,635 shares of Casey's General Stores worth $2.89M as of Q2 2026.
  • Burney Company sold 10 Casey's General Stores shares in Q2 2026, an estimated $8.06K.
  • Casey's General Stores made up 0.08% of Burney Company's portfolio in Q2 2026, its #192 holding.
  • Burney Company first reported a position in Casey's General Stores in Q1 2015 and has held it in 20 quarters since.
  • Burney Company's Casey's General Stores position peaked at $10.7M in Q4 2023.
  • 176 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.