McGlone Suttner Wealth Management’s Casey's General Stores CASY Stock Holding History

McGlone Suttner Wealth Management’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	–	Sell	-479	Closed	-$348K	–	197
2026 Q1	$348K	Hold	479	–	–	0.05%	146
2025 Q4	$264K	Sell	479 -32	-6%	-$17.6K	0.04%	165
2025 Q3	$289K	Sell	511 -1	-0.2%	-$523	0.04%	165
2025 Q2	$261K	Buy	512 +42	+9%	+$19.4K	0.04%	165
2025 Q1	$204K	Buy	+470	New	+$193K	0.03%	185
2024 Q1	–	Sell	-131	Closed	-$36K	–	268
2023 Q4	$36K	Buy	+131	New	+$35.8K	0.01%	324

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

McGlone Suttner Wealth Management's CASY Position: Q2 2026 in Review

McGlone Suttner Wealth Management sold out of Casey's General Stores (CASY) in Q2 2026, closing a stake of 479 shares — an estimated $348K sold.

McGlone Suttner Wealth Management first reported a position in CASY in Q4 2023 and held it in 6 quarters. The position peaked at $348K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

McGlone Suttner Wealth Management reported no remaining Casey's General Stores position as of Q2 2026 after selling out during the quarter.
McGlone Suttner Wealth Management sold 479 Casey's General Stores shares in Q2 2026, an estimated $348K.
McGlone Suttner Wealth Management first reported a position in Casey's General Stores in Q4 2023 and held it in 6 quarters.
McGlone Suttner Wealth Management's Casey's General Stores position peaked at $348K in Q1 2026.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.