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LRI Investments’s Casey's General Stores CASY Stock Holding History

LRI Investments’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 		$14.3K Buy
18
+3
+20% +$2.42K ﹤0.01% 858
2026
Q1 		$10.9K Hold
15
– – ﹤0.01% 865
2025
Q4 		$8.29K Hold
15
– – ﹤0.01% 920
2025
Q3 		$8.48K Hold
15
– – ﹤0.01% 910
2025
Q2 		$7.65K Hold
15
– – ﹤0.01% 911
2025
Q1 		$6.51K Buy
+15
New +$6.15K ﹤0.01% 879
2024
Q3 		– Sell
-26
Closed -$9.92K – 1157
2024
Q2 		$9.92K Hold
26
– – ﹤0.01% 750
2024
Q1 		$8.28K Buy
+26
New +$7.6K ﹤0.01% 543

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's CASY Position: Q2 2026 in Review

LRI Investments increased its Casey's General Stores (CASY) stake by 20% in Q2 2026, buying an estimated $2.42K and bringing the position to 18 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

LRI Investments first reported a position in CASY in Q1 2024 and has held it in 8 quarters since. 434 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • LRI Investments held 18 shares of Casey's General Stores worth $14.3K as of Q2 2026.
  • LRI Investments bought 3 Casey's General Stores shares in Q2 2026, an estimated $2.42K.
  • Casey's General Stores made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #858 holding.
  • LRI Investments first reported a position in Casey's General Stores in Q1 2024 and has held it in 8 quarters since.
  • 434 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.