Kestra Private Wealth Services’s Casey's General Stores CASY Stock Holding History

Kestra Private Wealth Services’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	$517K	Buy	651 +175	+37%	+$141K	0.01%	1218
2026 Q1	$346K	Buy	+476	New	+$310K	﹤0.01%	1389
2025 Q1	–	Sell	-1,948	Closed	-$772K	–	1519
2024 Q4	$772K	Sell	1,948 -854	-30%	-$344K	0.01%	746
2024 Q3	$1.05M	Buy	2,802 +1,845	+193%	+$690K	0.02%	601
2024 Q2	$365K	Buy	957 +320	+50%	+$107K	0.01%	964
2024 Q1	$203K	Buy	+637	New	+$186K	﹤0.01%	1192

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Private Wealth Services's CASY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Casey's General Stores (CASY) stake by 37% in Q2 2026, buying an estimated $141K and bringing the position to 651 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #1218.

Kestra Private Wealth Services first reported a position in CASY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Kestra Private Wealth Services held 651 shares of Casey's General Stores worth $517K as of Q2 2026.
Kestra Private Wealth Services bought 175 Casey's General Stores shares in Q2 2026, an estimated $141K.
Casey's General Stores made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1218 holding.
Kestra Private Wealth Services first reported a position in Casey's General Stores in Q1 2024 and has held it in 6 quarters since.
Kestra Private Wealth Services's Casey's General Stores position peaked at $1.05M in Q3 2024.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.