Capstone Investment Advisors’s Casey's General Stores CASY Stock Holding History

Capstone Investment Advisors’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	$2.09M	Sell	2,624 -2,005	-43%	-$1.62M	﹤0.01%	715
2026 Q1	$3.37M	Buy	4,629 +2,322	+101%	+$1.51M	0.01%	508
2025 Q4	$1.28M	Sell	2,307 -50	-2%	-$27.5K	﹤0.01%	775
2025 Q3	$1.33M	Buy	+2,357	New	+$1.23M	﹤0.01%	904
2025 Q1	–	Sell	-846	Closed	-$335K	–	1409
2024 Q4	$335K	Buy	+846	New	+$341K	﹤0.01%	1452
2024 Q2	–	Sell	-3,122	Closed	-$994K	–	2121
2024 Q1	$994K	Buy	3,122 +1,964	+170%	+$574K	﹤0.01%	1156
2023 Q4	$318K	Buy	1,158 +406	+54%	+$111K	﹤0.01%	1568
2023 Q3	$204K	Buy	+752	New	+$191K	﹤0.01%	1804

Other funds holding CASY

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Investment Advisors's CASY Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Casey's General Stores (CASY) stake by 43% in Q2 2026, selling an estimated $1.62M and leaving 2,624 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Capstone Investment Advisors first reported a position in CASY in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.37M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Capstone Investment Advisors held 2,624 shares of Casey's General Stores worth $2.09M as of Q2 2026.
Capstone Investment Advisors sold 2,005 Casey's General Stores shares in Q2 2026, an estimated $1.62M.
Casey's General Stores made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #715 holding.
Capstone Investment Advisors first reported a position in Casey's General Stores in Q3 2023 and has held it in 8 quarters since.
Capstone Investment Advisors's Casey's General Stores position peaked at $3.37M in Q1 2026.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.