Westover Capital Advisors’s Casey's General Stores CASY Stock Holding History

Westover Capital 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	$3.02M	Sell	3,803 -54	-1%	-$43.5K	0.5%	52
2026 Q1	$2.81M	Buy	3,857 +101	+3%	+$65.8K	0.52%	46
2025 Q4	$2.08M	Sell	3,756 -87	-2%	-$47.9K	0.38%	55
2025 Q3	$2.17M	Buy	3,843 +560	+17%	+$293K	0.4%	55
2025 Q2	$1.68M	Sell	3,283 -111	-3%	-$51.2K	0.33%	64
2025 Q1	$1.47M	Sell	3,394 -236	-7%	-$96.7K	0.33%	69
2024 Q4	$1.44M	Sell	3,630 -33	-0.9%	-$13.3K	0.32%	75
2024 Q3	$1.38M	Buy	3,663 +334	+10%	+$125K	0.26%	86
2024 Q2	$1.27M	Sell	3,329 -317	-9%	-$106K	0.33%	77
2024 Q1	$1.16M	Buy	3,646 +247	+7%	+$72.2K	0.34%	75
2023 Q4	$934K	Sell	3,399 -44	-1%	-$12K	0.3%	79
2023 Q3	$935K	Sell	3,443 -347	-9%	-$87.9K	0.34%	72
2023 Q2	$924K	Buy	3,790 +1,913	+102%	+$434K	0.32%	76
2023 Q1	$406K	Buy	+1,877	New	+$410K	0.15%	110

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

Westover Capital Advisors's CASY Position: Q2 2026 in Review

Westover Capital Advisors reduced its Casey's General Stores (CASY) stake by 1.4% in Q2 2026, selling an estimated $43.5K and leaving 3,803 shares worth $3.02M. The position accounts for 0.5% of the portfolio, ranked #52.

Westover Capital Advisors first reported a position in CASY in Q1 2023 and has held it in 14 quarters since. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Westover Capital Advisors held 3,803 shares of Casey's General Stores worth $3.02M as of Q2 2026.
Westover Capital Advisors sold 54 Casey's General Stores shares in Q2 2026, an estimated $43.5K.
Casey's General Stores made up 0.5% of Westover Capital Advisors's portfolio in Q2 2026, its #52 holding.
Westover Capital Advisors first reported a position in Casey's General Stores in Q1 2023 and has held it in 14 quarters since.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.