Mount Yale Investment Advisors’s Casey's General Stores CASY Stock Holding History

Mount Yale Investment 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 Q2	$674K	Sell	849 -65	-7%	-$52.4K	0.01%	692
2026 Q1	$665K	Buy	+914	New	+$595K	0.02%	624
2025 Q3	–	Sell	-1,019	Closed	-$520K	–	810
2025 Q2	$520K	Sell	1,019 -686	-40%	-$316K	0.04%	332
2025 Q1	$740K	Sell	1,705 -359	-17%	-$147K	0.06%	247
2024 Q4	$818K	Sell	2,064 -300	-13%	-$121K	0.07%	244
2024 Q3	$888K	Sell	2,364 -123	-5%	-$46K	0.09%	217
2024 Q2	$949K	Buy	+2,487	New	+$830K	0.08%	215
2018 Q4	–	Sell	-169	Closed	-$22K	–	386
2018 Q3	$22K	Buy	+169	New	+$19.4K	﹤0.01%	755

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CASY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Casey's General Stores (CASY) stake by 7.1% in Q2 2026, selling an estimated $52.4K and leaving 849 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #692.

Mount Yale Investment Advisors first reported a position in CASY in Q3 2018 and has held it in 8 quarters since. The position peaked at $949K in Q2 2024. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Mount Yale Investment Advisors held 849 shares of Casey's General Stores worth $674K as of Q2 2026.
Mount Yale Investment Advisors sold 65 Casey's General Stores shares in Q2 2026, an estimated $52.4K.
Casey's General Stores made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #692 holding.
Mount Yale Investment Advisors first reported a position in Casey's General Stores in Q3 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Casey's General Stores position peaked at $949K in Q2 2024.
1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.