Position in CASY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$617,551
+$78,935 QoQ
Shares Held
777
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#652
of 1,075 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $1,984,109 across 4 Specialty Retail names. CASY ranks #2 (31.1% of the industry book) .
All Filings in CASY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,551 | 777 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $538,616 | 740 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $399,056 | 722 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||