WI
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WBI Investments’s Casey's General Stores CASY Stock Holding History

WBI 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
Q2 		– Sell
-1,453
Closed -$631K – 279
2025
Q1 		$631K Buy
1,453
+413
+40% +$169K 0.17% 134
2024
Q4 		$412K Sell
1,040
-42
-4% -$16.9K 0.1% 161
2024
Q3 		$407K Buy
+1,082
New +$405K 0.1% 194
2023
Q3 		– Sell
-1,725
Closed -$421K – 190
2023
Q2 		$421K Buy
+1,725
New +$391K 0.08% 152
2019
Q3 		– Sell
-3,622
Closed -$565K – 214
2019
Q2 		$565K Buy
+3,622
New +$494K 0.05% 181

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's CASY Position: Q2 2025 in Review

WBI Investments sold out of Casey's General Stores (CASY) in Q2 2025, closing a stake of 1,453 shares — an estimated $631K sold.

WBI Investments first reported a position in CASY in Q2 2019 and held it in 5 quarters. The position peaked at $631K in Q1 2025. 789 funds tracked by Wall St. Rank hold CASY as of Q2 2025.

  • WBI Investments reported no remaining Casey's General Stores position as of Q2 2025 after selling out during the quarter.
  • WBI Investments sold 1,453 Casey's General Stores shares in Q2 2025, an estimated $631K.
  • WBI Investments first reported a position in Casey's General Stores in Q2 2019 and held it in 5 quarters.
  • WBI Investments's Casey's General Stores position peaked at $631K in Q1 2025.
  • 789 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.