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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
Q2 		$1.66M Sell
2,092
-6
-0.3% -$4.83K 0.06% 124
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 $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

GLOBALT Investments's CASY Position: Q2 2026 in Review

GLOBALT Investments reduced its Casey's General Stores (CASY) stake by 0.29% in Q2 2026, selling an estimated $4.83K and leaving 2,092 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #124.

GLOBALT Investments first reported a position in CASY in Q2 2024 and has held it in 9 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • GLOBALT Investments held 2,092 shares of Casey's General Stores worth $1.66M as of Q2 2026.
  • GLOBALT Investments sold 6 Casey's General Stores shares in Q2 2026, an estimated $4.83K.
  • Casey's General Stores made up 0.06% of GLOBALT Investments's portfolio in Q2 2026, its #124 holding.
  • GLOBALT Investments first reported a position in Casey's General Stores in Q2 2024 and has held it in 9 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.