Lido Advisors’s Casey's General Stores CASY Stock Holding History

Lido Advisors’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 Q1	$7.1M	Buy	9,748 +535	+6%	+$349K	0.02%	388
2025 Q4	$5.2M	Buy	9,213 +13	+0.1%	+$7.15K	0.02%	455
2025 Q3	$5.2M	Buy	9,200 +360	+4%	+$188K	0.02%	438
2025 Q2	$4.51M	Buy	8,840 +7,936	+878%	+$3.66M	0.02%	395
2025 Q1	$392K	Buy	+904	New	+$371K	﹤0.01%	1100
2024 Q1	–	Sell	-3,270	Closed	-$898K	–	1394
2023 Q4	$898K	Buy	3,270 +2,464	+306%	+$674K	0.01%	653
2023 Q3	$219K	Buy	+806	New	+$204K	﹤0.01%	1048
2023 Q2	–	Sell	-8,103	Closed	-$1.75M	–	1232
2023 Q1	$1.75M	Buy	8,103 +3,241	+67%	+$709K	0.02%	367
2022 Q4	$1.09M	Buy	4,862 +1,152	+31%	+$262K	0.01%	391
2022 Q3	$751K	Buy	+3,710	New	+$769K	0.01%	436

Other funds holding CASY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's CASY Position: Q1 2026 in Review

Lido Advisors increased its Casey's General Stores (CASY) stake by 5.8% in Q1 2026, buying an estimated $349K and bringing the position to 9,748 shares worth $7.1M. The position accounts for 0.02% of the portfolio, ranked #388.

Lido Advisors first reported a position in CASY in Q3 2022 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Lido Advisors held 9,748 shares of Casey's General Stores worth $7.1M as of Q1 2026.
Lido Advisors bought 535 Casey's General Stores shares in Q1 2026, an estimated $349K.
Casey's General Stores made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #388 holding.
Lido Advisors first reported a position in Casey's General Stores in Q3 2022 and has held it in 10 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.