CASY CASEY'S GENERAL STORES INC

Ownership history in CX Institutional  ·  19 quarters on record

AI Ownership Summary

CX Institutional reported CASEY'S GENERAL STORES INC (CASY) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2024 Q1. The latest visible filing shows CASY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in CASEY'S GENERAL STORES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CASY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held CASY — position size vs. price
% of Fund (quarterly)    CASY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 80 +19 +31.1% 0.00% $58 2026-04-06 $747.77
2025 Q4 REDUCED 61 -2 -3.2% 0.00% $34K 2026-02-02 $625.86
2025 Q3 REDUCED 63 -462 -88.0% 0.00% $35K 2025-10-23 $531.79
2025 Q2 UNCHANGED 525 0% 0.01% $268K 2025-07-11 $514.98
2025 Q1 REDUCED 525 -13,304 -96.2% 0.01% $228K 2025-04-15 $462.46
2024 Q1 ADDED 13,829 +556 +4.2% 0.21% $4.4M 2024-04-15 $309.89
2023 Q4 REDUCED 13,273 -377 -2.8% 0.19% $3.6M 2024-01-12 $284.42
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and CASY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning CASY?

CX Institutional reported CASY across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CASY position in CX Institutional's portfolio?

The largest reported portfolio weight for CASY was 0.21% in 2024 Q1.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 80 shares, equal to 0.00% of portfolio, with an estimated market value of $58.

What does the chart on this CASY ownership page compare?

The chart compares CX Institutional's quarterly CASY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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