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Scholtz & Company’s Casey's General Stores CASY Stock Holding History

Scholtz & Company’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 		$3.05M Sell
3,841
-1,477
-28% -$1.19M 1.52% 25
2026
Q1 		$3.87M Sell
5,318
-244
-4% -$159K 1.98% 22
2025
Q4 		$3.07M Buy
5,562
+49
+0.9% +$27K 1.33% 29
2025
Q3 		$3.12M Sell
5,513
-82
-1% -$42.9K 1.37% 28
2025
Q2 		$2.85M Sell
5,595
-105
-2% -$48.4K 1.25% 31
2025
Q1 		$2.47M Sell
5,700
-293
-5% -$120K 1.22% 26
2024
Q4 		$2.37M Buy
+5,993
New +$2.41M 1.13% 27

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 $3.37T AUM 44.26% 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

Scholtz & Company's CASY Position: Q2 2026 in Review

Scholtz & Company reduced its Casey's General Stores (CASY) stake by 28% in Q2 2026, selling an estimated $1.19M and leaving 3,841 shares worth $3.05M. The position accounts for 1.52% of the portfolio, ranked #25.

Scholtz & Company first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.87M in Q1 2026. 1,082 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Scholtz & Company held 3,841 shares of Casey's General Stores worth $3.05M as of Q2 2026.
  • Scholtz & Company sold 1,477 Casey's General Stores shares in Q2 2026, an estimated $1.19M.
  • Casey's General Stores made up 1.52% of Scholtz & Company's portfolio in Q2 2026, its #25 holding.
  • Scholtz & Company first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • Scholtz & Company's Casey's General Stores position peaked at $3.87M in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.