Carson Wealth (CWM LLC)’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Sell |
4,958
-201
| -4% | -$131K | 0.01% | 945 |
|
|
2025
Q4 | $2.85M | Buy |
5,159
+113
| +2% | +$62.2K | 0.01% | 1007 |
|
|
2025
Q3 | $2.85M | Sell |
5,046
-206
| -4% | -$108K | 0.01% | 942 |
|
|
2025
Q2 | $2.68M | Buy |
5,252
+92
| +2% | +$42.4K | 0.01% | 840 |
|
|
2025
Q1 | $2.24M | Sell |
5,160
-7,161
| -58% | -$2.94M | 0.01% | 789 |
|
|
2024
Q4 | $4.88M | Sell |
12,321
-538
| -4% | -$217K | 0.02% | 479 |
|
|
2024
Q3 | $4.83M | Sell |
12,859
-1,269
| -9% | -$475K | 0.02% | 451 |
|
|
2024
Q2 | $5.39M | Buy |
14,128
+8,114
| +135% | +$2.71M | 0.03% | 408 |
|
|
2024
Q1 | $1.92M | Sell |
6,014
-711
| -11% | -$208K | 0.01% | 635 |
|
|
2023
Q4 | $1.85M | Buy |
6,725
+4,846
| +258% | +$1.33M | 0.01% | 591 |
|
|
2023
Q3 | $510K | Buy |
1,879
+19
| +1% | +$4.81K | ﹤0.01% | 972 |
|
|
2023
Q2 | $454K | Buy |
1,860
+138
| +8% | +$31.3K | ﹤0.01% | 971 |
|
|
2023
Q1 | $373K | Sell |
1,722
-43
| -2% | -$9.4K | ﹤0.01% | 985 |
|
|
2022
Q4 | $396K | Sell |
1,765
-100
| -5% | -$22.8K | ﹤0.01% | 881 |
|
|
2022
Q3 | $378K | Sell |
1,865
-151
| -7% | -$31.3K | ﹤0.01% | 831 |
|
|
2022
Q2 | $373K | Buy |
2,016
+831
| +70% | +$167K | ﹤0.01% | 820 |
|
|
2022
Q1 | $235K | Buy |
1,185
+8
| +0.7% | +$1.5K | ﹤0.01% | 975 |
|
|
2021
Q4 | $232K | Buy |
+1,177
| New | +$228K | ﹤0.01% | 965 |
|
|
2021
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2021
Q1 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2020
Q4 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2020
Q3 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2020
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2020
Q1 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2019
Q4 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2019
Q3 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2019
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 848 |
|
|
2019
Q1 | $234K | Sell |
1,201
-60,433
| -98% | -$7.9M | ﹤0.01% | 848 |
|
|
2018
Q4 | $7.9M | Buy |
61,634
+969
| +2% | +$123K | 0.2% | 109 |
|
|
2018
Q3 | $7.83M | Sell |
60,665
-11,229
| -16% | -$1.29M | 0.2% | 118 |
|
|
2018
Q2 | $7.55M | Buy |
71,894
+21,666
| +43% | +$2.19M | 0.25% | 100 |
|
|
2018
Q1 | $5.51M | Buy |
50,228
+50,213
| +334,753% | +$5.81M | 0.22% | 94 |
|
|
2017
Q4 | $2K | Buy |
15
+10
| +200% | +$1.14K | ﹤0.01% | 1257 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$573 | ﹤0.01% | 1042 |
|
|
2014
Q4 | – | Sell |
-13,332
| Closed | -$956K | – | 175 |
|
|
2014
Q3 | $956K | Buy |
13,332
+9,806
| +278% | +$681K | 0.14% | 130 |
|
|
2014
Q2 | $248K | Buy |
+3,526
| New | +$244K | 0.04% | 159 |
|
Other funds holding CASY
VPM
VCM
Carson Wealth (CWM LLC)'s CASY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Casey's General Stores (CASY) stake by 3.9% in Q1 2026, selling an estimated $131K and leaving 4,958 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #945.
Carson Wealth (CWM LLC) first reported a position in CASY in Q2 2014 and has held it in 38 quarters since. The position peaked at $7.9M in Q4 2018. 962 funds tracked by Wall St. Rank hold CASY as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,958 shares of Casey's General Stores worth $3.61M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 201 Casey's General Stores shares in Q1 2026, an estimated $131K.
- Casey's General Stores made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #945 holding.
- Carson Wealth (CWM LLC) first reported a position in Casey's General Stores in Q2 2014 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s Casey's General Stores position peaked at $7.9M in Q4 2018.
- 962 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.