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Ridgewood Investments’s Casey's General Stores CASY Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-12
Closed -$6.12K – 265
2025
Q2 		$6.12K Hold
12
– – ﹤0.01% 576
2025
Q1 		$5.21K Hold
12
– – ﹤0.01% 559
2024
Q4 		$4.75K Hold
12
– – ﹤0.01% 583
2024
Q3 		$4.51K Hold
12
– – ﹤0.01% 598
2024
Q2 		$4.58K Buy
+12
New +$4K ﹤0.01% 601

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ridgewood Investments's CASY Position: Q3 2025 in Review

Ridgewood Investments sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 12 shares — an estimated $6.12K sold.

Ridgewood Investments first reported a position in CASY in Q2 2024 and held it in 5 quarters. The position peaked at $6.12K in Q2 2025. 813 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

  • Ridgewood Investments reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 12 Casey's General Stores shares in Q3 2025, an estimated $6.12K.
  • Ridgewood Investments first reported a position in Casey's General Stores in Q2 2024 and held it in 5 quarters.
  • Ridgewood Investments's Casey's General Stores position peaked at $6.12K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.