Williams Jones Wealth Management’s Casey's General Stores CASY Stock Holding History

Williams Jones Wealth Management’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	$9.95M	Buy	+12,513	New	+$10.1M	0.11%	103

Other funds holding CASY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Williams Jones Wealth Management's CASY Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in Casey's General Stores (CASY) in Q2 2026: 12,513 shares worth $9.95M. The stake represents 0.11% of the portfolio and ranks #103 among its holdings.

525 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Williams Jones Wealth Management held 12,513 shares of Casey's General Stores worth $9.95M as of Q2 2026.
Casey's General Stores was a new Williams Jones Wealth Management position in Q2 2026.
Casey's General Stores made up 0.11% of Williams Jones Wealth Management's portfolio in Q2 2026, its #103 holding.
525 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.