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Loring Wolcott & Coolidge Fiduciary Advisors’s Casey's General Stores CASY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$39.7K Hold
50
– – ﹤0.01% 455
2026
Q1 		$36.9K Sell
50
-17
-25% -$11.1K ﹤0.01% 443
2025
Q4 		$41.3K Hold
67
– – ﹤0.01% 429
2025
Q3 		$35.7K Hold
67
– – ﹤0.01% 447
2025
Q2 		$34.2K Hold
67
– – ﹤0.01% 417
2025
Q1 		$30.5K Hold
67
– – ﹤0.01% 413
2024
Q4 		$28.1K Hold
67
– – ﹤0.01% 437
2024
Q3 		$25.9K Hold
67
– – ﹤0.01% 435
2024
Q2 		$25.7K Hold
67
– – ﹤0.01% 436
2024
Q1 		$21K Buy
+67
New +$19.6K ﹤0.01% 454

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CASY Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Casey's General Stores (CASY) position steady in Q2 2026 at 50 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CASY in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.3K in Q4 2025. 784 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 50 shares of Casey's General Stores worth $39.7K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #455 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Casey's General Stores in Q1 2024 and has held it in 10 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Casey's General Stores position peaked at $41.3K in Q4 2025.
  • 784 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.