Consolidated Planning Corp
CASY icon

Consolidated Planning Corp’s Casey's General Stores CASY Stock Holding History

Consolidated Planning Corp’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
Q3 		$3.78M Sell
6,210
-2,394
-28% -$1.85M 0.51% 31
2026
Q2 		$6.84M Buy
8,604
+314
+4% +$253K 0.92% 17
2026
Q1 		$6.03M Sell
8,290
-1,029
-11% -$670K 0.98% 15
2025
Q4 		$5.15M Buy
9,319
+889
+11% +$489K 0.52% 64
2025
Q3 		$4.77M Buy
8,430
+2,441
+41% +$1.28M 0.5% 70
2025
Q2 		$3.06M Buy
5,989
+606
+11% +$279K 0.38% 81
2025
Q1 		$2.34M Buy
5,383
+4,342
+417% +$1.78M 0.32% 80
2024
Q4 		$412K Buy
1,041
+451
+76% +$182K 0.06% 141
2024
Q3 		$222K Buy
+590
New +$221K 0.03% 186
2021
Q4 		– Sell
-60
Closed -$11K – 122
2021
Q3 		$11K Buy
+60
New +$11.8K 0.01% 299

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Consolidated Planning Corp's CASY Position: Q3 2026 in Review

Consolidated Planning Corp reduced its Casey's General Stores (CASY) stake by 28% in Q3 2026, selling an estimated $1.85M and leaving 6,210 shares worth $3.78M. The position accounts for 0.51% of the portfolio, ranked #31.

Consolidated Planning Corp first reported a position in CASY in Q3 2021 and has held it in 10 quarters since. The position peaked at $6.84M in Q2 2026. 317 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Consolidated Planning Corp held 6,210 shares of Casey's General Stores worth $3.78M as of Q3 2026.
  • Consolidated Planning Corp sold 2,394 Casey's General Stores shares in Q3 2026, an estimated $1.85M.
  • Casey's General Stores made up 0.51% of Consolidated Planning Corp's portfolio in Q3 2026, its #31 holding.
  • Consolidated Planning Corp first reported a position in Casey's General Stores in Q3 2021 and has held it in 10 quarters since.
  • Consolidated Planning Corp's Casey's General Stores position peaked at $6.84M in Q2 2026.
  • 317 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.