McLean Asset Management’s Casey's General Stores CASY Stock Holding History

McLean Asset 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	$430K	Sell	493 -1	-0.2%	-$806	0.06%	115
2026 Q1	$360K	Buy	494 +1	+0.2%	+$651	0.06%	117
2025 Q4	$304K	Buy	493 +1	+0.2%	+$550	0.05%	130
2025 Q3	$275K	Hold	492	–	–	0.06%	140
2025 Q2	$252K	Buy	492 +4	+0.8%	+$1.84K	0.07%	145
2025 Q1	$203K	Buy	+488	New	+$200K	0.07%	148

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

McLean Asset Management's CASY Position: Q2 2026 in Review

McLean Asset Management reduced its Casey's General Stores (CASY) stake by 0.2% in Q2 2026, selling an estimated $806 and leaving 493 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #115.

McLean Asset Management first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

McLean Asset Management held 493 shares of Casey's General Stores worth $430K as of Q2 2026.
McLean Asset Management sold 1 Casey's General Stores share in Q2 2026, an estimated $806.
Casey's General Stores made up 0.06% of McLean Asset Management's portfolio in Q2 2026, its #115 holding.
McLean Asset Management first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.