Apella Capital
CASY icon

Apella Capital’s Casey's General Stores CASY Stock Holding History

Apella Capital’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
Q3 		$456K Buy
720
+32
+5% +$24.7K 0.01% 523
2026
Q2 		$552K Buy
688
+278
+68% +$224K 0.01% 458
2026
Q1 		$309K Buy
+410
New +$267K ﹤0.01% 548

Other funds holding CASY

Vontobel Holding
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Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Apella Capital's CASY Position: Q3 2026 in Review

Apella Capital increased its Casey's General Stores (CASY) stake by 4.7% in Q3 2026, buying an estimated $24.7K and bringing the position to 720 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #523.

Apella Capital first reported a position in CASY in Q1 2026 and has held it in 3 quarters since. The position peaked at $552K in Q2 2026. 193 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Apella Capital held 720 shares of Casey's General Stores worth $456K as of Q3 2026.
  • Apella Capital bought 32 Casey's General Stores shares in Q3 2026, an estimated $24.7K.
  • Casey's General Stores made up 0.01% of Apella Capital's portfolio in Q3 2026, its #523 holding.
  • Apella Capital first reported a position in Casey's General Stores in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Casey's General Stores position peaked at $552K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.