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Bellwether Advisors’s Casey's General Stores CASY Stock Holding History

Bellwether Advisors’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 		$1.56M Buy
+2,148
New +$1.4M 0.26% 84
2025
Q3 		– Sell
-27
Closed -$13.8K – 203
2025
Q2 		$13.8K Hold
27
– – ﹤0.01% 338
2025
Q1 		$11.7K Hold
27
– – ﹤0.01% 312
2024
Q4 		$10.7K Buy
+27
New +$10.9K ﹤0.01% 334

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

Bellwether Advisors's CASY Position: Q1 2026 in Review

Bellwether Advisors opened a new position in Casey's General Stores (CASY) in Q1 2026: 2,148 shares worth $1.56M. The stake represents 0.26% of the portfolio and ranks #84 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in CASY as recently as Q2 2025.

Bellwether Advisors first reported a position in CASY in Q4 2024 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Bellwether Advisors held 2,148 shares of Casey's General Stores worth $1.56M as of Q1 2026.
  • Casey's General Stores was a new Bellwether Advisors position in Q1 2026.
  • Casey's General Stores made up 0.26% of Bellwether Advisors's portfolio in Q1 2026, its #84 holding.
  • Bellwether Advisors first reported a position in Casey's General Stores in Q4 2024 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.