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GLOBALT Investments’s Casey's General Stores CASY Stock Holding History

GLOBALT Investments’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
Q1 		$1.53M Sell
2,098
-7
-0.3% -$4.56K 0.05% 120
2025
Q4 		$1.16M Sell
2,105
-210
-9% -$116K 0.04% 131
2025
Q3 		$1.31M Sell
2,315
-24
-1% -$12.6K 0.05% 132
2025
Q2 		$1.19M Sell
2,339
-49
-2% -$22.6K 0.05% 140
2025
Q1 		$1.04M Sell
2,388
-183
-7% -$75K 0.04% 137
2024
Q4 		$1.02M Sell
2,571
-5
-0.2% -$2.02K 0.04% 146
2024
Q3 		$968K Buy
2,576
+85
+3% +$31.8K 0.04% 146
2024
Q2 		$950K Buy
+2,491
New +$831K 0.04% 144

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GLOBALT Investments's CASY Position: Q1 2026 in Review

GLOBALT Investments reduced its Casey's General Stores (CASY) stake by 0.33% in Q1 2026, selling an estimated $4.56K and leaving 2,098 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #120.

GLOBALT Investments first reported a position in CASY in Q2 2024 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • GLOBALT Investments held 2,098 shares of Casey's General Stores worth $1.53M as of Q1 2026.
  • GLOBALT Investments sold 7 Casey's General Stores shares in Q1 2026, an estimated $4.56K.
  • Casey's General Stores made up 0.05% of GLOBALT Investments's portfolio in Q1 2026, its #120 holding.
  • GLOBALT Investments first reported a position in Casey's General Stores in Q2 2024 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.