MFG
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Menard Financial Group’s Casey's General Stores CASY Stock Holding History

Menard Financial Group’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 		$1.77M Buy
2,230
+958
+75% +$772K 0.96% 25
2026
Q1 		$926K Buy
1,272
+5
+0.4% +$3.26K 0.65% 34
2025
Q4 		$700K Buy
1,267
+15
+1% +$8.26K 0.48% 47
2025
Q3 		$708K Buy
1,252
+4
+0.3% +$2.09K 0.48% 48
2025
Q2 		$637K Sell
1,248
-42
-3% -$19.4K 0.38% 52
2025
Q1 		$603K Buy
1,290
+27
+2% +$11.1K 0.4% 51
2024
Q4 		$500K Buy
1,263
+6
+0.5% +$2.42K 0.3% 66
2024
Q3 		$472K Buy
1,257
+7
+0.6% +$2.62K 0.31% 76
2024
Q2 		$477K Hold
1,250
– – 0.34% 73
2024
Q1 		$398K Buy
1,250
+183
+17% +$53.5K 0.33% 75
2023
Q4 		$293K Sell
1,067
-32
-3% -$8.75K 0.36% 58
2023
Q3 		$298K Buy
+1,099
New +$278K 0.43% 54
2022
Q4 		– Sell
-2,319
Closed -$470K – 74
2022
Q3 		$470K Buy
2,319
+35
+2% +$7.25K 0.85% 32
2022
Q2 		$422K Sell
2,284
-168
-7% -$33.8K 0.69% 41
2022
Q1 		$486K Sell
2,452
-4
-0.2% -$753 0.48% 63
2021
Q4 		$485K Sell
2,456
-169
-6% -$32.7K 0.4% 72
2021
Q3 		$495K Buy
2,625
+684
+35% +$134K 0.43% 64
2021
Q2 		$378K Buy
1,941
+331
+21% +$71.3K 0.36% 88
2021
Q1 		$348K Buy
1,610
+104
+7% +$20.8K 0.37% 76
2020
Q4 		$269K Sell
1,506
-9
-0.6% -$1.63K 0.29% 109
2020
Q3 		$269K Buy
1,515
+114
+8% +$19.3K 0.31% 98
2020
Q2 		$209K Buy
+1,401
New +$211K 0.26% 103

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

Menard Financial Group's CASY Position: Q2 2026 in Review

Menard Financial Group increased its Casey's General Stores (CASY) stake by 75% in Q2 2026, buying an estimated $772K and bringing the position to 2,230 shares worth $1.77M. The position accounts for 0.96% of the portfolio, ranked #25.

Menard Financial Group first reported a position in CASY in Q2 2020 and has held it in 22 quarters since. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Menard Financial Group held 2,230 shares of Casey's General Stores worth $1.77M as of Q2 2026.
  • Menard Financial Group bought 958 Casey's General Stores shares in Q2 2026, an estimated $772K.
  • Casey's General Stores made up 0.96% of Menard Financial Group's portfolio in Q2 2026, its #25 holding.
  • Menard Financial Group first reported a position in Casey's General Stores in Q2 2020 and has held it in 22 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.