PCS
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Personal CFO Solutions’s Casey's General Stores CASY Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-827
Closed -$359K – 487
2025
Q1 		$359K Sell
827
-53
-6% -$21.7K 0.07% 270
2024
Q4 		$349K Sell
880
-59
-6% -$23.8K 0.07% 273
2024
Q3 		$353K Sell
939
-117
-11% -$43.8K 0.05% 352
2024
Q2 		$403K Sell
1,056
-236
-18% -$78.8K 0.06% 299
2024
Q1 		$412K Sell
1,292
-91
-7% -$26.6K 0.06% 305
2023
Q4 		$380K Sell
1,383
-117
-8% -$32K 0.07% 310
2023
Q3 		$407K Buy
1,500
+25
+2% +$6.33K 0.08% 244
2023
Q2 		$360K Buy
1,475
+46
+3% +$10.4K 0.07% 286
2023
Q1 		$309K Buy
1,429
+27
+2% +$5.9K 0.06% 302
2022
Q4 		$315K Buy
1,402
+108
+8% +$24.6K 0.07% 279
2022
Q3 		$262K Buy
1,294
+54
+4% +$11.2K 0.07% 282
2022
Q2 		$229K Sell
1,240
-19
-2% -$3.82K 0.05% 348
2022
Q1 		$250K Buy
1,259
+61
+5% +$11.5K 0.05% 382
2021
Q4 		$236K Buy
1,198
+127
+12% +$24.5K 0.04% 399
2021
Q3 		$202K Sell
1,071
-132
-11% -$25.9K 0.04% 416
2021
Q2 		$234K Buy
1,203
+139
+13% +$29.9K 0.05% 367
2021
Q1 		$230K Buy
+1,064
New +$213K 0.05% 347
2020
Q4 		– Sell
-1,262
Closed – – 381
2020
Q3 		$0 Sell
1,262
-126
-9% -$21.3K ﹤0.01% 168
2020
Q2 		$208K Buy
+1,388
New +$209K 0.06% 286

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's CASY Position: Q2 2025 in Review

Personal CFO Solutions sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 827 shares — an estimated $359K sold.

Personal CFO Solutions first reported a position in CASY in Q2 2020 and held it in 19 quarters. The position peaked at $412K in Q1 2024. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • Personal CFO Solutions reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 827 Casey's General Stores shares in Q2 2025, an estimated $359K.
  • Personal CFO Solutions first reported a position in Casey's General Stores in Q2 2020 and held it in 19 quarters.
  • Personal CFO Solutions's Casey's General Stores position peaked at $412K in Q1 2024.
  • 789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.