Concord Wealth Partners’s Casey's General Stores CASY Stock Holding History

Concord Wealth Partners’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	$7.95K	Buy	+10	New	+$8.06K	﹤0.01%	602
2026 Q1	–	Sell	-10	Closed	-$5.53K	–	284
2025 Q4	$5.53K	Hold	10	–	–	﹤0.01%	607
2025 Q3	$5.65K	Hold	10	–	–	﹤0.01%	602
2025 Q2	$5.1K	Hold	10	–	–	﹤0.01%	630
2025 Q1	$4.34K	Hold	10	–	–	﹤0.01%	602
2024 Q4	$3.96K	Hold	10	–	–	﹤0.01%	636
2024 Q3	$3.76K	Hold	10	–	–	﹤0.01%	675
2024 Q2	$3.82K	Hold	10	–	–	﹤0.01%	602
2024 Q1	$3.19K	Hold	10	–	–	﹤0.01%	708
2023 Q4	$2.75K	Hold	10	–	–	﹤0.01%	687
2023 Q3	$2.71K	Hold	10	–	–	﹤0.01%	823
2023 Q2	$2.44K	Hold	10	–	–	﹤0.01%	834
2023 Q1	$2.17K	Hold	10	–	–	﹤0.01%	800
2022 Q4	$2.24K	Buy	+10	New	+$2.28K	﹤0.01%	914
2022 Q3	–	Sell	-10	Closed	-$2K	–	299
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	998
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	1072
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	1104
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	736
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	872
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	806
2020 Q4	$2K	Buy	+10	New	+$1.81K	﹤0.01%	520

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's CASY Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Casey's General Stores (CASY) in Q2 2026: 10 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CASY as recently as Q4 2025.

Concord Wealth Partners first reported a position in CASY in Q4 2020 and has held it in 21 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Concord Wealth Partners held 10 shares of Casey's General Stores worth $7.95K as of Q2 2026.
Casey's General Stores was a new Concord Wealth Partners position in Q2 2026.
Casey's General Stores made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #602 holding.
Concord Wealth Partners first reported a position in Casey's General Stores in Q4 2020 and has held it in 21 quarters since.
1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.