Global Financial Private Client’s Casey's General Stores CASY Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-68	Closed	-$29.5K	–	432
2025 Q1	$29.5K	Buy	68 +52	+325%	+$21.3K	0.01%	393
2024 Q4	$6.34K	Buy	16 +2	+14%	+$806	﹤0.01%	618
2024 Q3	$5.26K	Hold	14	–	–	﹤0.01%	636
2024 Q2	$5.34K	Hold	14	–	–	﹤0.01%	501
2024 Q1	$4.42K	Hold	14	–	–	﹤0.01%	527
2023 Q4	$3.85K	Hold	14	–	–	﹤0.01%	536
2023 Q3	$3.81K	Hold	14	–	–	﹤0.01%	523
2023 Q2	$3.4K	Hold	14	–	–	﹤0.01%	530
2023 Q1	$3.04K	Hold	14	–	–	﹤0.01%	544
2022 Q4	$3.14K	Hold	14	–	–	﹤0.01%	525
2022 Q3	$2.9K	Hold	14	–	–	﹤0.01%	506
2022 Q2	$2.61K	Hold	14	–	–	﹤0.01%	498
2022 Q1	$2.77K	Hold	14	–	–	﹤0.01%	506
2021 Q4	$2.76K	Hold	14	–	–	﹤0.01%	499
2021 Q3	$2.62K	Hold	14	–	–	﹤0.01%	450
2021 Q2	$2.73K	Hold	14	–	–	﹤0.01%	451
2021 Q1	$3.03K	Hold	14	–	–	﹤0.01%	393
2020 Q4	$2.5K	Hold	14	–	–	﹤0.01%	404
2020 Q3	$2.52K	Hold	14	–	–	﹤0.01%	381
2020 Q2	$2.1K	Hold	14	–	–	﹤0.01%	439
2020 Q1	$1.78K	Hold	14	–	–	﹤0.01%	458
2019 Q4	$2.23K	Buy	+14	New	+$2.32K	﹤0.01%	470

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's CASY Position: Q2 2025 in Review

Global Financial Private Client sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 68 shares — an estimated $29.5K sold.

Global Financial Private Client first reported a position in CASY in Q4 2019 and held it in 22 quarters. The position peaked at $29.5K in Q1 2025. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

Global Financial Private Client reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 68 Casey's General Stores shares in Q2 2025, an estimated $29.5K.
Global Financial Private Client first reported a position in Casey's General Stores in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Casey's General Stores position peaked at $29.5K in Q1 2025.
789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.