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Freedom Investment Management’s Casey's General Stores CASY Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-1,195
Closed -$610K – 242
2025
Q2 		$610K Sell
1,195
-33
-3% -$15.2K 0.05% 378
2025
Q1 		$533K Sell
1,228
-86
-7% -$35.3K 0.04% 406
2024
Q4 		$521K Sell
1,314
-73
-5% -$29.4K 0.04% 419
2024
Q3 		$521K Buy
1,387
+139
+11% +$52K 0.04% 427
2024
Q2 		$476K Sell
1,248
-365
-23% -$122K 0.04% 436
2024
Q1 		$514K Sell
1,613
-131
-8% -$38.3K 0.04% 427
2023
Q4 		$479K Buy
1,744
+225
+15% +$61.5K 0.04% 444
2023
Q3 		$413K Sell
1,519
-275
-15% -$69.7K 0.05% 414
2023
Q2 		$437K Sell
1,794
-3
-0.2% -$680 0.05% 437
2023
Q1 		$389K Sell
1,797
-298
-14% -$65.2K 0.04% 479
2022
Q4 		$470K Sell
2,095
-113
-5% -$25.7K 0.05% 453
2022
Q3 		$447K Sell
2,208
-104
-4% -$21.5K 0.05% 457
2022
Q2 		$428K Sell
2,312
-361
-14% -$72.6K 0.05% 502
2022
Q1 		$530K Sell
2,673
-44
-2% -$8.28K 0.05% 453
2021
Q4 		$536K Sell
2,717
-121
-4% -$23.4K 0.04% 508
2021
Q3 		$535K Sell
2,838
-364
-11% -$71.4K 0.04% 484
2021
Q2 		$623K Buy
3,202
+325
+11% +$70K 0.05% 471
2021
Q1 		$622K Buy
2,877
+233
+9% +$46.6K 0.05% 450
2020
Q4 		$472K Buy
2,644
+399
+18% +$72.4K 0.05% 348
2020
Q3 		$399K Sell
2,245
-267
-11% -$45.1K 0.04% 339
2020
Q2 		$376K Sell
2,512
-341
-12% -$51.4K 0.04% 354
2020
Q1 		$469K Buy
2,853
+276
+11% +$44.7K 0.04% 358
2019
Q4 		$410K Sell
2,577
-239
-8% -$39.6K 0.04% 390
2019
Q3 		$454K Sell
2,816
-74
-3% -$12.2K 0.04% 380
2019
Q2 		$451K Buy
+2,890
New +$394K 0.04% 385

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Freedom Investment Management's CASY Position: Q3 2025 in Review

Freedom Investment Management sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 1,195 shares — an estimated $610K sold.

Freedom Investment Management first reported a position in CASY in Q2 2019 and held it in 25 quarters. The position peaked at $623K in Q2 2021. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • Freedom Investment Management reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,195 Casey's General Stores shares in Q3 2025, an estimated $610K.
  • Freedom Investment Management first reported a position in Casey's General Stores in Q2 2019 and held it in 25 quarters.
  • Freedom Investment Management's Casey's General Stores position peaked at $623K in Q2 2021.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.