Capstone Investment Advisors
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Capstone Investment Advisors’s Casey's General Stores CASY Stock Holding History

Capstone Investment 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 		$3.37M Buy
4,629
+2,322
+101% +$1.51M 0.01% 508
2025
Q4 		$1.28M Sell
2,307
-50
-2% -$27.5K ﹤0.01% 775
2025
Q3 		$1.33M Buy
+2,357
New +$1.23M ﹤0.01% 904
2025
Q1 		– Sell
-846
Closed -$335K – 1409
2024
Q4 		$335K Buy
+846
New +$341K ﹤0.01% 1452
2024
Q2 		– Sell
-3,122
Closed -$994K – 2121
2024
Q1 		$994K Buy
3,122
+1,964
+170% +$574K ﹤0.01% 1156
2023
Q4 		$318K Buy
1,158
+406
+54% +$111K ﹤0.01% 1568
2023
Q3 		$204K Buy
+752
New +$191K ﹤0.01% 1804

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

Capstone Investment Advisors's CASY Position: Q1 2026 in Review

Capstone Investment Advisors increased its Casey's General Stores (CASY) stake by 101% in Q1 2026, buying an estimated $1.51M and bringing the position to 4,629 shares worth $3.37M. The position accounts for 0.01% of the portfolio, ranked #508.

Capstone Investment Advisors first reported a position in CASY in Q3 2023 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Capstone Investment Advisors held 4,629 shares of Casey's General Stores worth $3.37M as of Q1 2026.
  • Capstone Investment Advisors bought 2,322 Casey's General Stores shares in Q1 2026, an estimated $1.51M.
  • Casey's General Stores made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #508 holding.
  • Capstone Investment Advisors first reported a position in Casey's General Stores in Q3 2023 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.