Creative Financial Designs’s Casey's General Stores CASY Stock Holding History

Creative Financial Designs’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	$103K	Sell	130 -4	-3%	-$3.22K	﹤0.01%	793
2026 Q1	$97.6K	Buy	134 +13	+11%	+$8.47K	0.01%	696
2025 Q4	$66.9K	Sell	121 -7	-5%	-$3.85K	﹤0.01%	774
2025 Q3	$72.4K	Buy	128 +18	+16%	+$9.42K	﹤0.01%	727
2025 Q2	$56.1K	Buy	110 +19	+21%	+$8.76K	﹤0.01%	833
2025 Q1	$39.5K	Buy	91 +1	+1%	+$410	﹤0.01%	901
2024 Q4	$35.7K	Hold	90	–	–	﹤0.01%	900
2024 Q3	$33.8K	Hold	90	–	–	﹤0.01%	902
2024 Q2	$34.3K	Hold	90	–	–	﹤0.01%	863
2024 Q1	$28.7K	Hold	90	–	–	﹤0.01%	874
2023 Q4	$24.7K	Buy	90 +30	+50%	+$8.21K	﹤0.01%	861
2023 Q3	$16.3K	Buy	60 +20	+50%	+$5.07K	﹤0.01%	907
2023 Q2	$9.76K	Hold	40	–	–	﹤0.01%	1019
2023 Q1	$8.66K	Sell	40 -26	-39%	-$5.68K	﹤0.01%	995
2022 Q4	$14.8K	Hold	66	–	–	﹤0.01%	826
2022 Q3	$13K	Hold	66	–	–	﹤0.01%	827
2022 Q2	$12K	Buy	66 +26	+65%	+$5.23K	﹤0.01%	828
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	944
2021 Q4	$8K	Sell	40 -22	-35%	-$4.25K	﹤0.01%	935
2021 Q3	$12K	Hold	62	–	–	﹤0.01%	969
2021 Q2	$12K	Hold	62	–	–	﹤0.01%	976
2021 Q1	$13K	Buy	62 +20	+48%	+$4K	﹤0.01%	877
2020 Q4	$8K	Hold	42	–	–	﹤0.01%	897
2020 Q3	$7K	Hold	42	–	–	﹤0.01%	866
2020 Q2	$6K	Buy	+42	New	+$6.33K	﹤0.01%	834

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 $3.38T AUM 44.17% 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

Creative Financial Designs's CASY Position: Q2 2026 in Review

Creative Financial Designs reduced its Casey's General Stores (CASY) stake by 3% in Q2 2026, selling an estimated $3.22K and leaving 130 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Creative Financial Designs first reported a position in CASY in Q2 2020 and has held it in 25 quarters since. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Creative Financial Designs held 130 shares of Casey's General Stores worth $103K as of Q2 2026.
Creative Financial Designs sold 4 Casey's General Stores shares in Q2 2026, an estimated $3.22K.
Casey's General Stores made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #793 holding.
Creative Financial Designs first reported a position in Casey's General Stores in Q2 2020 and has held it in 25 quarters since.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.