Mercer Global Advisors
CASY icon

Mercer Global Advisors’s Casey's General Stores CASY Stock Holding History

Mercer Global Advisors’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
Q1 		$5.75M Buy
7,896
+729
+10% +$475K 0.01% 711
2025
Q4 		$3.96M Buy
7,167
+2,284
+47% +$1.26M 0.01% 802
2025
Q3 		$2.76M Buy
4,883
+8
+0.2% +$4.18K ﹤0.01% 905
2025
Q2 		$2.49M Buy
4,875
+613
+14% +$282K 0.01% 801
2025
Q1 		$1.85M Sell
4,262
-49
-1% -$20.1K ﹤0.01% 859
2024
Q4 		$1.71M Sell
4,311
-736
-15% -$297K ﹤0.01% 881
2024
Q3 		$1.94M Sell
5,047
-40,833
-89% -$15.3M ﹤0.01% 781
2024
Q2 		$1.26M Buy
45,880
+43,406
+1,754% +$14.5M ﹤0.01% 867
2024
Q1 		$1.61M Buy
2,474
+177
+8% +$51.7K ﹤0.01% 783
2023
Q4 		$631K Buy
2,297
+104
+5% +$28.4K ﹤0.01% 1184
2023
Q3 		$595K Buy
2,193
+917
+72% +$232K ﹤0.01% 1169
2023
Q2 		$311K Sell
1,276
-609
-32% -$138K ﹤0.01% 1493
2023
Q1 		$408K Buy
1,885
+117
+7% +$25.6K ﹤0.01% 1315
2022
Q4 		$397K Buy
+1,768
New +$403K ﹤0.01% 1335
2022
Q3 		– Sell
-1,113
Closed -$206K – 1834
2022
Q2 		$206K Buy
1,113
+37
+3% +$7.45K ﹤0.01% 1624
2022
Q1 		$213K Sell
1,076
-1,133
-51% -$213K ﹤0.01% 1695
2021
Q4 		$436K Sell
2,209
-5
-0.2% -$967 ﹤0.01% 1272
2021
Q3 		$417K Buy
2,214
+22
+1% +$4.32K ﹤0.01% 1265
2021
Q2 		$427K Buy
2,192
+367
+20% +$79K ﹤0.01% 1217
2021
Q1 		$395K Buy
+1,825
New +$365K ﹤0.01% 1187

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's CASY Position: Q1 2026 in Review

Mercer Global Advisors increased its Casey's General Stores (CASY) stake by 10% in Q1 2026, buying an estimated $475K and bringing the position to 7,896 shares worth $5.75M. The position accounts for 0.01% of the portfolio, ranked #711.

Mercer Global Advisors first reported a position in CASY in Q1 2021 and has held it in 20 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Mercer Global Advisors held 7,896 shares of Casey's General Stores worth $5.75M as of Q1 2026.
  • Mercer Global Advisors bought 729 Casey's General Stores shares in Q1 2026, an estimated $475K.
  • Casey's General Stores made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #711 holding.
  • Mercer Global Advisors first reported a position in Casey's General Stores in Q1 2021 and has held it in 20 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.