Center for Financial Planning’s Casey's General Stores CASY Stock Holding History

Center for Financial Planning’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
2025 Q3	–	Sell	-4	Closed	-$2.04K	–	667
2025 Q2	$2.04K	Hold	4	–	–	﹤0.01%	556
2025 Q1	$1.74K	Hold	4	–	–	﹤0.01%	595
2024 Q4	$1.58K	Buy	+4	New	+$1.61K	﹤0.01%	557
2023 Q1	–	Sell	-17	Closed	-$3.81K	–	542
2022 Q4	$3.81K	Buy	17 +4	+31%	+$911	﹤0.01%	427
2022 Q3	$3K	Buy	+13	New	+$2.69K	﹤0.01%	460
2020 Q2	–	Sell	-70	Closed	-$9K	–	473
2020 Q1	$9K	Buy	+70	New	+$11.3K	﹤0.01%	340

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Center for Financial Planning's CASY Position: Q3 2025 in Review

Center for Financial Planning sold out of Casey's General Stores (CASY) in Q3 2025, closing a stake of 4 shares — an estimated $2.04K sold.

Center for Financial Planning first reported a position in CASY in Q1 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2020. 814 funds tracked by Wall St. Rank hold CASY as of Q3 2025.

Center for Financial Planning reported no remaining Casey's General Stores position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 4 Casey's General Stores shares in Q3 2025, an estimated $2.04K.
Center for Financial Planning first reported a position in Casey's General Stores in Q1 2020 and held it in 6 quarters.
Center for Financial Planning's Casey's General Stores position peaked at $9K in Q1 2020.
814 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.