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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Consolidated Planning Corp's CASY Position: Q2 2026 in Review

Consolidated Planning Corp increased its Casey's General Stores (CASY) stake by 3.8% in Q2 2026, buying an estimated $253K and bringing the position to 8,604 shares worth $6.84M. The position accounts for 0.92% of the portfolio, ranked #17.

Consolidated Planning Corp first reported a position in CASY in Q3 2021 and has held it in 9 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Consolidated Planning Corp held 8,604 shares of Casey's General Stores worth $6.84M as of Q2 2026.
Consolidated Planning Corp bought 314 Casey's General Stores shares in Q2 2026, an estimated $253K.
Casey's General Stores made up 0.92% of Consolidated Planning Corp's portfolio in Q2 2026, its #17 holding.
Consolidated Planning Corp first reported a position in Casey's General Stores in Q3 2021 and has held it in 9 quarters since.
1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.