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

Avestar 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
Q1 		$333K Sell
457
-10
-2% -$6.51K 0.02% 422
2025
Q4 		$258K Sell
467
-10
-2% -$5.5K 0.02% 432
2025
Q3 		$270K Sell
477
-8
-2% -$4.18K 0.02% 431
2025
Q2 		$247K Sell
485
-26
-5% -$12K 0.02% 429
2025
Q1 		$222K Sell
511
-1
-0.2% -$410 0.02% 434
2024
Q4 		$203K Buy
+512
New +$206K 0.02% 484
2024
Q3 		– Sell
-534
Closed -$204K – 473
2024
Q2 		$204K Sell
534
-648
-55% -$216K 0.02% 417
2024
Q1 		$376K Sell
1,182
-188
-14% -$54.9K 0.04% 282
2023
Q4 		$376K Sell
1,370
-75
-5% -$20.5K 0.04% 250
2023
Q3 		$392K Sell
1,445
-213
-13% -$54K 0.06% 197
2023
Q2 		$404K Sell
1,658
-84
-5% -$19K 0.06% 177
2023
Q1 		$377K Buy
1,742
+304
+21% +$66.5K 0.07% 188
2022
Q4 		$323K Sell
1,438
-157
-10% -$35.8K 0.06% 199
2022
Q3 		$323K Sell
1,595
-279
-15% -$57.8K 0.08% 172
2022
Q2 		$347K Buy
1,874
+23
+1% +$4.63K 0.09% 176
2022
Q1 		$367K Buy
1,851
+118
+7% +$22.2K 0.06% 272
2021
Q4 		$342K Buy
1,733
+158
+10% +$30.5K 0.04% 322
2021
Q3 		$297K Buy
1,575
+201
+15% +$39.4K 0.04% 349
2021
Q2 		$267K Buy
+1,374
New +$296K 0.04% 353
2018
Q3 		– Sell
-107
Closed -$10K – 844
2018
Q2 		$10K Buy
+107
New +$10.8K 0.01% 459

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

Avestar Capital's CASY Position: Q1 2026 in Review

Avestar Capital reduced its Casey's General Stores (CASY) stake by 2.1% in Q1 2026, selling an estimated $6.51K and leaving 457 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #422.

Avestar Capital first reported a position in CASY in Q2 2018 and has held it in 20 quarters since. The position peaked at $404K in Q2 2023. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Avestar Capital held 457 shares of Casey's General Stores worth $333K as of Q1 2026.
  • Avestar Capital sold 10 Casey's General Stores shares in Q1 2026, an estimated $6.51K.
  • Casey's General Stores made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #422 holding.
  • Avestar Capital first reported a position in Casey's General Stores in Q2 2018 and has held it in 20 quarters since.
  • Avestar Capital's Casey's General Stores position peaked at $404K in Q2 2023.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.