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SkyOak Wealth’s Casey's General Stores CASY Stock Holding History

SkyOak Wealth’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 		$313K Sell
394
-64
-14% -$51.6K 0.05% 178
2026
Q1 		$333K Sell
458
-70
-13% -$45.6K 0.06% 164
2025
Q4 		$292K Sell
528
-23
-4% -$12.7K 0.05% 187
2025
Q3 		$311K Buy
+551
New +$288K 0.06% 183

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

SkyOak Wealth's CASY Position: Q2 2026 in Review

SkyOak Wealth reduced its Casey's General Stores (CASY) stake by 14% in Q2 2026, selling an estimated $51.6K and leaving 394 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #178.

SkyOak Wealth first reported a position in CASY in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • SkyOak Wealth held 394 shares of Casey's General Stores worth $313K as of Q2 2026.
  • SkyOak Wealth sold 64 Casey's General Stores shares in Q2 2026, an estimated $51.6K.
  • Casey's General Stores made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #178 holding.
  • SkyOak Wealth first reported a position in Casey's General Stores in Q3 2025 and has held it in 4 quarters since.
  • SkyOak Wealth's Casey's General Stores position peaked at $333K in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.