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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
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
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

Consolidated Planning Corp's CASY Position: Q1 2026 in Review

Consolidated Planning Corp reduced its Casey's General Stores (CASY) stake by 11% in Q1 2026, selling an estimated $670K and leaving 8,290 shares worth $6.03M. The position accounts for 0.98% of the portfolio, ranked #15.

Consolidated Planning Corp first reported a position in CASY in Q3 2021 and has held it in 8 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Consolidated Planning Corp held 8,290 shares of Casey's General Stores worth $6.03M as of Q1 2026.
  • Consolidated Planning Corp sold 1,029 Casey's General Stores shares in Q1 2026, an estimated $670K.
  • Casey's General Stores made up 0.98% of Consolidated Planning Corp's portfolio in Q1 2026, its #15 holding.
  • Consolidated Planning Corp first reported a position in Casey's General Stores in Q3 2021 and has held it in 8 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.