LMKC
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L.M. Kohn & Company’s Casey's General Stores CASY Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-1,099
Closed -$561K – 150
2025
Q2 		$561K Buy
1,099
+577
+111% +$266K 0.15% 125
2025
Q1 		$227K Buy
+522
New +$214K 0.06% 245

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

L.M. Kohn & Company's CASY Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 1,099 shares — an estimated $561K sold.

L.M. Kohn & Company first reported a position in CASY in Q1 2025 and held it in 2 quarters. The position peaked at $561K in Q2 2025. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 1,099 Casey's General Stores shares in Q3 2025, an estimated $561K.
  • L.M. Kohn & Company first reported a position in Casey's General Stores in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's Casey's General Stores position peaked at $561K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.