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Liberty One Investment Management’s Casey's General Stores CASY Stock Holding History

Liberty One Investment Management’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 		$19.8M Sell
24,909
-7,797
-24% -$6.28M 1.98% 20
2026
Q1 		$23.8M Buy
32,706
+2,213
+7% +$1.44M 2.45% 15
2025
Q4 		$16.9M Sell
30,493
-60,127
-66% -$33.1M 2.15% 23
2025
Q3 		$51.2M Buy
90,620
+48,654
+116% +$25.5M 2.88% 19
2025
Q2 		$21.4M Sell
41,966
-6,786
-14% -$3.13M 2.17% 23
2025
Q1 		$21.2M Buy
48,752
+422
+0.9% +$173K 2.14% 22
2024
Q4 		$19.1M Sell
48,330
-47
-0.1% -$18.9K 2.07% 23
2024
Q3 		$18.2M Buy
48,377
+45,501
+1,582% +$17M 1.86% 23
2024
Q2 		$1.1M Sell
2,876
-415
-13% -$138K 0.12% 88
2024
Q1 		$1.05M Buy
+3,291
New +$961K 0.12% 83

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

Liberty One Investment Management's CASY Position: Q2 2026 in Review

Liberty One Investment Management reduced its Casey's General Stores (CASY) stake by 24% in Q2 2026, selling an estimated $6.28M and leaving 24,909 shares worth $19.8M. The position accounts for 1.98% of the portfolio, ranked #20.

Liberty One Investment Management first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.2M in Q3 2025. 1,084 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Liberty One Investment Management held 24,909 shares of Casey's General Stores worth $19.8M as of Q2 2026.
  • Liberty One Investment Management sold 7,797 Casey's General Stores shares in Q2 2026, an estimated $6.28M.
  • Casey's General Stores made up 1.98% of Liberty One Investment Management's portfolio in Q2 2026, its #20 holding.
  • Liberty One Investment Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
  • Liberty One Investment Management's Casey's General Stores position peaked at $51.2M in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.