Creative Financial Designs’s Casey's General Stores CASY Stock Holding History

Creative Financial Designs’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	$97.6K	Buy	134 +13	+11%	+$8.47K	0.01%	696
2025 Q4	$66.9K	Sell	121 -7	-5%	-$3.85K	﹤0.01%	774
2025 Q3	$72.4K	Buy	128 +18	+16%	+$9.42K	﹤0.01%	727
2025 Q2	$56.1K	Buy	110 +19	+21%	+$8.76K	﹤0.01%	833
2025 Q1	$39.5K	Buy	91 +1	+1%	+$410	﹤0.01%	901
2024 Q4	$35.7K	Hold	90	–	–	﹤0.01%	900
2024 Q3	$33.8K	Hold	90	–	–	﹤0.01%	902
2024 Q2	$34.3K	Hold	90	–	–	﹤0.01%	863
2024 Q1	$28.7K	Hold	90	–	–	﹤0.01%	874
2023 Q4	$24.7K	Buy	90 +30	+50%	+$8.21K	﹤0.01%	861
2023 Q3	$16.3K	Buy	60 +20	+50%	+$5.07K	﹤0.01%	907
2023 Q2	$9.76K	Hold	40	–	–	﹤0.01%	1019
2023 Q1	$8.66K	Sell	40 -26	-39%	-$5.68K	﹤0.01%	995
2022 Q4	$14.8K	Hold	66	–	–	﹤0.01%	826
2022 Q3	$13K	Hold	66	–	–	﹤0.01%	827
2022 Q2	$12K	Buy	66 +26	+65%	+$5.23K	﹤0.01%	828
2022 Q1	$8K	Hold	40	–	–	﹤0.01%	944
2021 Q4	$8K	Sell	40 -22	-35%	-$4.25K	﹤0.01%	935
2021 Q3	$12K	Hold	62	–	–	﹤0.01%	969
2021 Q2	$12K	Hold	62	–	–	﹤0.01%	976
2021 Q1	$13K	Buy	62 +20	+48%	+$4K	﹤0.01%	877
2020 Q4	$8K	Hold	42	–	–	﹤0.01%	897
2020 Q3	$7K	Hold	42	–	–	﹤0.01%	866
2020 Q2	$6K	Buy	+42	New	+$6.33K	﹤0.01%	834

Other funds holding CASY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's CASY Position: Q1 2026 in Review

Creative Financial Designs increased its Casey's General Stores (CASY) stake by 11% in Q1 2026, buying an estimated $8.47K and bringing the position to 134 shares worth $97.6K. The position accounts for 0.01% of the portfolio, ranked #696.

Creative Financial Designs first reported a position in CASY in Q2 2020 and has held it in 24 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Creative Financial Designs held 134 shares of Casey's General Stores worth $97.6K as of Q1 2026.
Creative Financial Designs bought 13 Casey's General Stores shares in Q1 2026, an estimated $8.47K.
Casey's General Stores made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #696 holding.
Creative Financial Designs first reported a position in Casey's General Stores in Q2 2020 and has held it in 24 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.