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Money Concepts Capital’s Casey's General Stores CASY Stock Holding History

Money Concepts Capital’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 		$2.36M Buy
2,970
+45
+2% +$36.3K 0.11% 175
2026
Q1 		$2.13M Buy
2,925
+213
+8% +$139K 0.12% 178
2025
Q4 		$1.5M Buy
2,712
+508
+23% +$280K 0.08% 212
2025
Q3 		$1.25M Buy
2,204
+71
+3% +$37.1K 0.08% 228
2025
Q2 		$1.09M Buy
2,133
+330
+18% +$152K 0.07% 231
2025
Q1 		$783K Buy
1,803
+429
+31% +$176K 0.06% 254
2024
Q4 		$545K Buy
1,374
+141
+11% +$56.8K 0.04% 286
2024
Q3 		$463K Buy
+1,233
New +$461K 0.04% 302
2023
Q1 		– Sell
-122
Closed -$27.5K – 833
2022
Q4 		$27.5K Buy
122
+47
+63% +$10.7K ﹤0.01% 1516
2022
Q3 		$15K Hold
75
– – ﹤0.01% 973
2022
Q2 		$14K Sell
75
-202
-73% -$40.6K ﹤0.01% 961
2022
Q1 		$55K Buy
+277
New +$52.1K ﹤0.01% 1193

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

Money Concepts Capital's CASY Position: Q2 2026 in Review

Money Concepts Capital increased its Casey's General Stores (CASY) stake by 1.5% in Q2 2026, buying an estimated $36.3K and bringing the position to 2,970 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #175.

Money Concepts Capital first reported a position in CASY in Q1 2022 and has held it in 12 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Money Concepts Capital held 2,970 shares of Casey's General Stores worth $2.36M as of Q2 2026.
  • Money Concepts Capital bought 45 Casey's General Stores shares in Q2 2026, an estimated $36.3K.
  • Casey's General Stores made up 0.11% of Money Concepts Capital's portfolio in Q2 2026, its #175 holding.
  • Money Concepts Capital first reported a position in Casey's General Stores in Q1 2022 and has held it in 12 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.