Coastal Bridge Advisors’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.6M Sell
2,197
-32
-1% -$20.8K 0.11% 179
2025
Q4
$1.23M Buy
2,229
+22
+1% +$12.1K 0.09% 196
2025
Q3
$1.25M Buy
2,207
+13
+0.6% +$6.8K 0.09% 192
2025
Q2
$1.12M Buy
2,194
+32
+1% +$14.7K 0.09% 196
2025
Q1
$938K Buy
+2,162
New +$886K 0.23% 107

Other funds holding CASY

Coastal Bridge Advisors's CASY Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Casey's General Stores (CASY) stake by 1.4% in Q1 2026, selling an estimated $20.8K and leaving 2,197 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #179.

Coastal Bridge Advisors first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Coastal Bridge Advisors held 2,197 shares of Casey's General Stores worth $1.6M as of Q1 2026.
  • Coastal Bridge Advisors sold 32 Casey's General Stores shares in Q1 2026, an estimated $20.8K.
  • Casey's General Stores made up 0.11% of Coastal Bridge Advisors's portfolio in Q1 2026, its #179 holding.
  • Coastal Bridge Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.