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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
Q2 		$552K Buy
688
+278
+68% +$224K 0.01% 458
2026
Q1 		$309K Buy
+410
New +$267K ﹤0.01% 548

Other funds holding CASY

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Apella Capital's CASY Position: Q2 2026 in Review

Apella Capital increased its Casey's General Stores (CASY) stake by 68% in Q2 2026, buying an estimated $224K and bringing the position to 688 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #458.

Apella Capital first reported a position in CASY in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Apella Capital held 688 shares of Casey's General Stores worth $552K as of Q2 2026.
  • Apella Capital bought 278 Casey's General Stores shares in Q2 2026, an estimated $224K.
  • Casey's General Stores made up 0.01% of Apella Capital's portfolio in Q2 2026, its #458 holding.
  • Apella Capital first reported a position in Casey's General Stores in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.