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Carolinas Wealth Consulting’s Casey's General Stores CASY Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-6
Closed -$2.74K – 125
2025
Q1 		$2.74K Sell
6
-1
-14% -$410 ﹤0.01% 724
2024
Q4 		$2.5K Buy
7
+3
+75% +$1.21K ﹤0.01% 781
2024
Q3 		$1.29K Hold
4
– – ﹤0.01% 888
2024
Q2 		$1.18K Buy
4
+1
+33% +$334 ﹤0.01% 883
2024
Q1 		$1.08K Buy
+3
New +$876 ﹤0.01% 883
2020
Q4 		– Sell
-8
Closed -$1K – 886
2020
Q3 		$1K Buy
+8
New +$1.35K ﹤0.01% 799

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's CASY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 6 shares — an estimated $2.74K sold.

Carolinas Wealth Consulting first reported a position in CASY in Q3 2020 and held it in 6 quarters. The position peaked at $2.74K in Q1 2025. 791 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6 Casey's General Stores shares in Q2 2025, an estimated $2.74K.
  • Carolinas Wealth Consulting first reported a position in Casey's General Stores in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Casey's General Stores position peaked at $2.74K in Q1 2025.
  • 791 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.