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
Q2
$884K Sell
1,112
-1,085
-49% -$874K 0.05% 239
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 0.08% 206

Other funds holding CASY

Coastal Bridge Advisors's CASY Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Casey's General Stores (CASY) stake by 49% in Q2 2026, selling an estimated $874K and leaving 1,112 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #239.

Coastal Bridge Advisors first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Coastal Bridge Advisors held 1,112 shares of Casey's General Stores worth $884K as of Q2 2026.
  • Coastal Bridge Advisors sold 1,085 Casey's General Stores shares in Q2 2026, an estimated $874K.
  • Casey's General Stores made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #239 holding.
  • Coastal Bridge Advisors first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Casey's General Stores position peaked at $1.6M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

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