Morningstar Investment Services’s Casey's General Stores CASY Stock Holding History

Morningstar Investment Services’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
2025 Q1	$404K	Buy	+931	New	+$382K	0.07%	123
2024 Q4	–	Sell	-1,082	Closed	-$404K	–	174
2024 Q3	$404K	Buy	1,082 +130	+14%	+$48.6K	﹤0.01%	299
2024 Q2	$364K	Sell	952 -364	-28%	-$121K	﹤0.01%	287
2024 Q1	$419K	Sell	1,316 -1,636	-55%	-$478K	﹤0.01%	254
2023 Q4	$812K	Buy	+2,952	New	+$807K	﹤0.01%	245

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's CASY Position: Q1 2025 in Review

Morningstar Investment Services opened a new position in Casey's General Stores (CASY) in Q1 2025: 931 shares worth $404K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings. This is a return to the name: Morningstar Investment Services previously reported a position in CASY as recently as Q3 2024.

Morningstar Investment Services first reported a position in CASY in Q4 2023 and has held it in 5 quarters since. The position peaked at $812K in Q4 2023. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

Morningstar Investment Services held 931 shares of Casey's General Stores worth $404K as of Q1 2025.
Casey's General Stores was a new Morningstar Investment Services position in Q1 2025.
Casey's General Stores made up 0.07% of Morningstar Investment Services's portfolio in Q1 2025, its #123 holding.
Morningstar Investment Services first reported a position in Casey's General Stores in Q4 2023 and has held it in 5 quarters since.
Morningstar Investment Services's Casey's General Stores position peaked at $812K in Q4 2023.
739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.