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Marietta Investment Partners’s Casey's General Stores CASY Stock Holding History

Marietta Investment Partners’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 		$1.13M Buy
+1,426
New +$1.15M 0.19% 89
2021
Q2 		– Sell
-1,046
Closed -$226K – 181
2021
Q1 		$226K Buy
+1,046
New +$209K 0.06% 165
2020
Q1 		– Sell
-1,396
Closed -$222K – 125
2019
Q4 		$222K Sell
1,396
-3,000
-68% -$496K 0.07% 143
2019
Q3 		$708K Buy
+4,396
New +$724K 0.24% 75

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State Street
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Geode Capital Management
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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

Marietta Investment Partners's CASY Position: Q2 2026 in Review

Marietta Investment Partners opened a new position in Casey's General Stores (CASY) in Q2 2026: 1,426 shares worth $1.13M. The stake represents 0.19% of the portfolio and ranks #89 among its holdings. This is a return to the name: Marietta Investment Partners previously reported a position in CASY as recently as Q1 2021.

Marietta Investment Partners first reported a position in CASY in Q3 2019 and has held it in 4 quarters since. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Marietta Investment Partners held 1,426 shares of Casey's General Stores worth $1.13M as of Q2 2026.
  • Casey's General Stores was a new Marietta Investment Partners position in Q2 2026.
  • Casey's General Stores made up 0.19% of Marietta Investment Partners's portfolio in Q2 2026, its #89 holding.
  • Marietta Investment Partners first reported a position in Casey's General Stores in Q3 2019 and has held it in 4 quarters since.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.