Position in CASY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,442,638
+$606,191 QoQ
Shares Held
26,979
-5.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#123
of 1,083 holders
Holding Since
Dec 2023
11 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, 2026Moran Wealth Management, LLC holds $75,375,825 across 4 Specialty Retail names. CASY ranks #2 (28.4% of the industry book) .
All Filings in CASY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,442,638 | 26,979 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,836,447 | 28,627 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,587,898 | 10,110 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,774,743 | 10,215 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,606,846 | 10,988 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,759,682 | 10,966 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,186,962 | 10,567 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,823,976 | 10,178 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,852,229 | 10,096 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,081,640 | 9,677 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,669,923 | 9,718 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||