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Retirement Guys Formula’s Casey's General Stores CASY Stock Holding History

Retirement Guys Formula’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 		$1.22M Sell
1,536
-489
-24% -$394K 0.46% 87
2026
Q1 		$1.47M Buy
2,025
+1,603
+380% +$1.04M 0.68% 58
2025
Q4 		$233K Sell
422
-15
-3% -$8.26K 0.11% 126
2025
Q3 		$247K Sell
437
-7
-2% -$3.66K 0.09% 140
2025
Q2 		$226K Sell
444
-40
-8% -$18.4K 0.09% 127
2025
Q1 		$210K Buy
+484
New +$198K 0.1% 129

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 $3.38T AUM 44.17% 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

Retirement Guys Formula's CASY Position: Q2 2026 in Review

Retirement Guys Formula reduced its Casey's General Stores (CASY) stake by 24% in Q2 2026, selling an estimated $394K and leaving 1,536 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #87.

Retirement Guys Formula first reported a position in CASY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Retirement Guys Formula held 1,536 shares of Casey's General Stores worth $1.22M as of Q2 2026.
  • Retirement Guys Formula sold 489 Casey's General Stores shares in Q2 2026, an estimated $394K.
  • Casey's General Stores made up 0.46% of Retirement Guys Formula's portfolio in Q2 2026, its #87 holding.
  • Retirement Guys Formula first reported a position in Casey's General Stores in Q1 2025 and has held it in 6 quarters since.
  • Retirement Guys Formula's Casey's General Stores position peaked at $1.47M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.