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 Q2	$8.09M	Buy	10,175 +427	+4%	+$344K	0.02%	393
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 $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 $3.37T AUM 44.26% 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

Lido Advisors's CASY Position: Q2 2026 in Review

Lido Advisors increased its Casey's General Stores (CASY) stake by 4.4% in Q2 2026, buying an estimated $344K and bringing the position to 10,175 shares worth $8.09M. The position accounts for 0.02% of the portfolio, ranked #393.

Lido Advisors first reported a position in CASY in Q3 2022 and has held it in 11 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Lido Advisors held 10,175 shares of Casey's General Stores worth $8.09M as of Q2 2026.
Lido Advisors bought 427 Casey's General Stores shares in Q2 2026, an estimated $344K.
Casey's General Stores made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #393 holding.
Lido Advisors first reported a position in Casey's General Stores in Q3 2022 and has held it in 11 quarters since.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.