Ground Swell Capital’s Casey's General Stores CASY Stock Holding History

Ground Swell Capital’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	-778	Closed	-$338K	–	160
2025 Q1	$338K	Buy	+778	New	+$319K	0.73%	45
2023 Q4	–	Sell	-916	Closed	-$249K	–	81
2023 Q3	$249K	Buy	+916	New	+$232K	0.41%	34
2014 Q3	$1K	Buy	+15	New	+$1.04K	﹤0.01%	2091

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

Ground Swell Capital's CASY Position: Q2 2025 in Review

Ground Swell Capital sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 778 shares — an estimated $338K sold.

Ground Swell Capital first reported a position in CASY in Q3 2014 and held it in 3 quarters. The position peaked at $338K in Q1 2025. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

Ground Swell Capital reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
Ground Swell Capital sold 778 Casey's General Stores shares in Q2 2025, an estimated $338K.
Ground Swell Capital first reported a position in Casey's General Stores in Q3 2014 and held it in 3 quarters.
Ground Swell Capital's Casey's General Stores position peaked at $338K in Q1 2025.
789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.