Valeo Financial Advisors’s Casey's General Stores CASY Stock Holding History

Valeo Financial Advisors’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	$450K	Buy	566 +98	+21%	+$79K	0.01%	476
2026 Q1	$341K	Buy	468 +30	+7%	+$19.5K	0.01%	505
2025 Q4	$242K	Buy	438 +48	+12%	+$26.4K	0.01%	693
2025 Q3	$220K	Buy	+390	New	+$204K	0.01%	726
2021 Q2	–	Sell	-310	Closed	-$67K	–	714
2021 Q1	$67K	Buy	310 +10	+3%	+$2K	﹤0.01%	754
2020 Q4	$54K	Hold	300	–	–	﹤0.01%	751
2020 Q3	$53K	Sell	300 -60	-17%	-$10.1K	﹤0.01%	646
2020 Q2	$54K	Buy	360 +34	+10%	+$5.12K	﹤0.01%	693
2020 Q1	$47K	Buy	326 +14	+4%	+$2.27K	0.01%	626
2019 Q4	$50K	Hold	312	–	–	﹤0.01%	649
2019 Q3	$50K	Hold	312	–	–	0.01%	603
2019 Q2	$49K	Hold	312	–	–	0.01%	600
2019 Q1	$40K	Buy	312 +300	+2,500%	+$39.2K	﹤0.01%	610
2018 Q4	$2K	Hold	12	–	–	﹤0.01%	1263
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	1439
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	1434
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	1410
2017 Q4	$1K	Hold	12	–	–	﹤0.01%	1257
2017 Q3	$1K	Buy	+12	New	+$1.28K	﹤0.01%	1079

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valeo Financial Advisors's CASY Position: Q2 2026 in Review

Valeo Financial Advisors increased its Casey's General Stores (CASY) stake by 21% in Q2 2026, buying an estimated $79K and bringing the position to 566 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #476.

Valeo Financial Advisors first reported a position in CASY in Q3 2017 and has held it in 19 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Valeo Financial Advisors held 566 shares of Casey's General Stores worth $450K as of Q2 2026.
Valeo Financial Advisors bought 98 Casey's General Stores shares in Q2 2026, an estimated $79K.
Casey's General Stores made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #476 holding.
Valeo Financial Advisors first reported a position in Casey's General Stores in Q3 2017 and has held it in 19 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.