Back to CASY
Concurrent Investment Advisors, LLC → CASY
Concurrent Investment Advisors, LLC CASY Position History
Casey's General Stores, Inc. • Consumer Defensive
Quarters held
9
Latest value
$336K
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $539K |
| Q1 2026 | $2.2M |
| Q1 2026 | $867K |
| Q2 2026 | $512K |
| Q2 2026 | $3M |
| Q3 2026 | $5.6M |
| Q3 2026 | $336K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $336K | 553 | — | — |
| Q3 2026 | $5.6M | 9.2K | — | — |
| Q2 2026 | $3M | 3.7K | — | — |
| Q2 2026 | $512K | 644 | — | — |
| Q1 2026 | $867K | 1.2K | — | — |
| Q1 2026 | $2.2M | 3.0K | — | — |
| Q4 2025 | $539K | 974 | — | — |
| Q4 2025 | $1.1M | 2.1K | — | — |
| Q3 2025 | $1.1M | 2.0K | — | — |
Other funds holding CASY
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$493.9M
$458.5M