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Allen Capital Group’s Casey's General Stores CASY Stock Holding History

Allen Capital Group’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
Q1 		$440K Buy
605
+1
+0.2% +$651 0.04% 209
2025
Q4 		$334K Hold
604
– – 0.03% 221
2025
Q3 		$341K Hold
604
– – 0.03% 214
2025
Q2 		$308K Buy
604
+1
+0.2% +$461 0.03% 218
2025
Q1 		$262K Buy
603
+3
+0.5% +$1.23K 0.03% 216
2024
Q4 		$238K Hold
600
– – 0.03% 208
2024
Q3 		$225K Sell
600
-24
-4% -$8.97K 0.03% 219
2024
Q2 		$238K Sell
624
-160
-20% -$53.4K 0.03% 191
2024
Q1 		$250K Sell
784
-98
-11% -$28.6K 0.04% 186
2023
Q4 		$242K Hold
882
– – 0.04% 163
2023
Q3 		$240K Buy
882
+35
+4% +$8.87K 0.04% 148
2023
Q2 		$207K Buy
+847
New +$192K 0.04% 168

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allen Capital Group's CASY Position: Q1 2026 in Review

Allen Capital Group increased its Casey's General Stores (CASY) stake by 0.17% in Q1 2026, buying an estimated $651 and bringing the position to 605 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #209.

Allen Capital Group first reported a position in CASY in Q2 2023 and has held it in 12 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Allen Capital Group held 605 shares of Casey's General Stores worth $440K as of Q1 2026.
  • Allen Capital Group bought 1 Casey's General Stores share in Q1 2026, an estimated $651.
  • Casey's General Stores made up 0.04% of Allen Capital Group's portfolio in Q1 2026, its #209 holding.
  • Allen Capital Group first reported a position in Casey's General Stores in Q2 2023 and has held it in 12 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.