CMA
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Cedar Mountain Advisors’s Casey's General Stores CASY Stock Holding History

Cedar Mountain 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 		$71.5K Hold
90
– – 0.01% 133
2026
Q1 		$65.5K Buy
90
+88
+4,400% +$57.3K 0.01% 119
2025
Q4 		$1.11K Hold
2
– – ﹤0.01% 486
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 504
2025
Q2 		$1.02K Hold
2
– – ﹤0.01% 325
2025
Q1 		$870 Hold
2
– – ﹤0.01% 313
2024
Q4 		$793 Hold
2
– – ﹤0.01% 343
2024
Q3 		$751 Hold
2
– – ﹤0.01% 312
2024
Q2 		$763 Hold
2
– – ﹤0.01% 307
2024
Q1 		$637 Hold
2
– – ﹤0.01% 320
2023
Q4 		$549 Hold
2
– – ﹤0.01% 304
2023
Q3 		$543 Hold
2
– – ﹤0.01% 289
2023
Q2 		$488 Buy
+2
New +$453 ﹤0.01% 280

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cedar Mountain Advisors's CASY Position: Q2 2026 in Review

Cedar Mountain Advisors held its Casey's General Stores (CASY) position steady in Q2 2026 at 90 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Cedar Mountain Advisors first reported a position in CASY in Q2 2023 and has held it in 13 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Cedar Mountain Advisors held 90 shares of Casey's General Stores worth $71.5K as of Q2 2026.
  • Cedar Mountain Advisors left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #133 holding.
  • Cedar Mountain Advisors first reported a position in Casey's General Stores in Q2 2023 and has held it in 13 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.