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

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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

JCM

Jag Capital Management St Louis, Missouri $1.07B AUM 60.59% 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. 390 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.
390 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.