EWM
CASY icon

Evercore Wealth Management’s Casey's General Stores CASY Stock Holding History

Evercore Wealth Management’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 		$29.9M Buy
+37,619
New +$30.3M 0.42% 48
2016
Q4 		– Sell
-42
Closed -$5K – 1022
2016
Q3 		$5K Hold
42
– – ﹤0.01% 928
2016
Q2 		$6K Hold
42
– – ﹤0.01% 898
2016
Q1 		$5K Hold
42
– – ﹤0.01% 851
2015
Q4 		$5K Buy
+42
New +$4.8K ﹤0.01% 910

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

Evercore Wealth Management's CASY Position: Q2 2026 in Review

Evercore Wealth Management opened a new position in Casey's General Stores (CASY) in Q2 2026: 37,619 shares worth $29.9M. The stake represents 0.42% of the portfolio and ranks #48 among its holdings. This is a return to the name: Evercore Wealth Management previously reported a position in CASY as recently as Q3 2016.

Evercore Wealth Management first reported a position in CASY in Q4 2015 and has held it in 5 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Evercore Wealth Management held 37,619 shares of Casey's General Stores worth $29.9M as of Q2 2026.
  • Casey's General Stores was a new Evercore Wealth Management position in Q2 2026.
  • Casey's General Stores made up 0.42% of Evercore Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Evercore Wealth Management first reported a position in Casey's General Stores in Q4 2015 and has held it in 5 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.