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Global Retirement Partners’s Casey's General Stores CASY Stock Holding History

Global Retirement 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 		$996K Buy
+1,253
New +$1.01M 0.02% 754
2025
Q4 		$588K Buy
1,063
+980
+1,181% +$539K 0.01% 881
2025
Q3 		$46.9K Sell
83
-31
-27% -$16.2K ﹤0.01% 1925
2025
Q2 		$58.2K Buy
+114
New +$52.5K ﹤0.01% 1691
2024
Q4 		$34.9K Buy
88
+20
+29% +$8.06K ﹤0.01% 1796
2024
Q3 		$25.5K Buy
68
+11
+19% +$4.11K ﹤0.01% 1876
2024
Q2 		$21.7K Sell
57
-26
-31% -$8.68K ﹤0.01% 1942
2024
Q1 		$26.4K Hold
83
– – ﹤0.01% 1691
2023
Q4 		$24K Sell
83
-62
-43% -$17K ﹤0.01% 1677
2023
Q3 		$39.5K Buy
145
+21
+17% +$5.32K ﹤0.01% 1374
2023
Q2 		$30.2K Buy
124
+41
+49% +$9.29K ﹤0.01% 1494
2023
Q1 		$19.8K Buy
+83
New +$18.1K ﹤0.01% 1642
2021
Q2 		– Sell
-20
Closed -$4K – 1869
2021
Q1 		$4K Hold
20
– – ﹤0.01% 1506
2020
Q4 		$4K Hold
20
– – ﹤0.01% 1477
2020
Q3 		$4K Hold
20
– – ﹤0.01% 1350
2020
Q2 		$3K Hold
20
– – ﹤0.01% 1375
2020
Q1 		$3K Hold
20
– – ﹤0.01% 1315
2019
Q4 		$3K Hold
20
– – ﹤0.01% 1406
2019
Q3 		$3K Hold
20
– – ﹤0.01% 1379
2019
Q2 		$3K Hold
20
– – ﹤0.01% 1367
2019
Q1 		$3K Hold
20
– – ﹤0.01% 1330
2018
Q4 		$3K Buy
+20
New +$2.54K ﹤0.01% 1263
2017
Q2 		– Sell
-20
Closed -$2K – 1141
2017
Q1 		$2K Hold
20
– – ﹤0.01% 1013
2016
Q4 		$2K Buy
+20
New +$2.38K ﹤0.01% 946

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

Global Retirement Partners's CASY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Casey's General Stores (CASY) in Q2 2026: 1,253 shares worth $996K. The stake represents 0.02% of the portfolio and ranks #754 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CASY as recently as Q4 2025.

Global Retirement Partners first reported a position in CASY in Q4 2016 and has held it in 24 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Global Retirement Partners held 1,253 shares of Casey's General Stores worth $996K as of Q2 2026.
  • Casey's General Stores was a new Global Retirement Partners position in Q2 2026.
  • Casey's General Stores made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #754 holding.
  • Global Retirement Partners first reported a position in Casey's General Stores in Q4 2016 and has held it in 24 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.