Creative Planning’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.42M | Buy |
12,941
+2,044
| +19% | +$1.33M | 0.01% | 726 |
|
|
2025
Q4 | $6.02M | Buy |
10,897
+1,417
| +15% | +$780K | ﹤0.01% | 880 |
|
|
2025
Q3 | $5.36M | Sell |
9,480
-63
| -0.7% | -$33K | ﹤0.01% | 833 |
|
|
2025
Q2 | $4.87M | Sell |
9,543
-388
| -4% | -$179K | ﹤0.01% | 772 |
|
|
2025
Q1 | $4.31M | Buy |
9,931
+1,708
| +21% | +$700K | ﹤0.01% | 769 |
|
|
2024
Q4 | $3.26M | Buy |
8,223
+24
| +0.3% | +$9.67K | ﹤0.01% | 856 |
|
|
2024
Q3 | $3.08M | Sell |
8,199
-134
| -2% | -$50.1K | ﹤0.01% | 845 |
|
|
2024
Q2 | $3.18M | Buy |
8,333
+923
| +12% | +$308K | ﹤0.01% | 796 |
|
|
2024
Q1 | $2.36M | Buy |
7,410
+1,209
| +19% | +$353K | ﹤0.01% | 903 |
|
|
2023
Q4 | $1.7M | Buy |
6,201
+1,034
| +20% | +$283K | ﹤0.01% | 976 |
|
|
2023
Q3 | $1.4M | Sell |
5,167
-66
| -1% | -$16.7K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $1.28M | Buy |
5,233
+272
| +5% | +$61.7K | ﹤0.01% | 1003 |
|
|
2023
Q1 | $1.07M | Buy |
4,961
+886
| +22% | +$194K | ﹤0.01% | 1043 |
|
|
2022
Q4 | $914K | Buy |
4,075
+99
| +2% | +$22.5K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $805K | Buy |
3,976
+586
| +17% | +$121K | ﹤0.01% | 1055 |
|
|
2022
Q2 | $627K | Buy |
3,390
+292
| +9% | +$58.8K | ﹤0.01% | 1191 |
|
|
2022
Q1 | $614K | Sell |
3,098
-107
| -3% | -$20.1K | ﹤0.01% | 1224 |
|
|
2021
Q4 | $633K | Sell |
3,205
-72
| -2% | -$13.9K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $617K | Buy |
3,277
+636
| +24% | +$125K | ﹤0.01% | 1185 |
|
|
2021
Q2 | $514K | Sell |
2,641
-81
| -3% | -$17.4K | ﹤0.01% | 1265 |
|
|
2021
Q1 | $588K | Sell |
2,722
-391
| -13% | -$78.2K | ﹤0.01% | 1324 |
|
|
2020
Q4 | $556K | Buy |
3,113
+305
| +11% | +$55.3K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $499K | Sell |
2,808
-993
| -26% | -$168K | ﹤0.01% | 1137 |
|
|
2020
Q2 | $568K | Buy |
3,801
+1,201
| +46% | +$181K | ﹤0.01% | 967 |
|
|
2020
Q1 | $344K | Sell |
2,600
-629
| -19% | -$102K | ﹤0.01% | 1121 |
|
|
2019
Q4 | $513K | Buy |
3,229
+148
| +5% | +$24.5K | ﹤0.01% | 1094 |
|
|
2019
Q3 | $497K | Sell |
3,081
-632
| -17% | -$104K | ﹤0.01% | 1066 |
|
|
2019
Q2 | $579K | Buy |
3,713
+64
| +2% | +$8.73K | ﹤0.01% | 995 |
|
|
2019
Q1 | $470K | Buy |
3,649
+1,254
| +52% | +$164K | ﹤0.01% | 1063 |
|
|
2018
Q4 | $307K | Sell |
2,395
-13,813
| -85% | -$1.76M | ﹤0.01% | 1220 |
|
|
2018
Q3 | $2.09M | Buy |
+16,208
| New | +$1.86M | 0.01% | 474 |
|
|
2017
Q3 | – | Sell |
-1,108
| Closed | -$119K | – | 2157 |
|
|
2017
Q2 | $119K | Sell |
1,108
-5
| -0.4% | -$558 | ﹤0.01% | 1861 |
|
|
2017
Q1 | $125K | Sell |
1,113
-210
| -16% | -$24.1K | ﹤0.01% | 1810 |
|
|
2016
Q4 | $157K | Buy |
1,323
+179
| +16% | +$21.3K | ﹤0.01% | 1548 |
|
|
2016
Q3 | $137K | Sell |
1,144
-77
| -6% | -$9.91K | ﹤0.01% | 1633 |
|
|
2016
Q2 | $161K | Sell |
1,221
-411
| -25% | -$47.7K | ﹤0.01% | 1366 |
|
|
2016
Q1 | $185K | Buy |
1,632
+258
| +19% | +$28.9K | ﹤0.01% | 1251 |
|
|
2015
Q4 | $165K | Sell |
1,374
-438
| -24% | -$50K | ﹤0.01% | 1319 |
|
|
2015
Q3 | $186K | Buy |
+1,812
| New | +$188K | ﹤0.01% | 1229 |
|
|
2015
Q2 | – | Sell |
-1,240
| Closed | -$112K | – | 1377 |
|
|
2015
Q1 | $112K | Sell |
1,240
-58
| -4% | -$5.22K | ﹤0.01% | 1512 |
|
|
2014
Q4 | $117K | Buy |
1,298
+532
| +69% | +$43.6K | ﹤0.01% | 1460 |
|
|
2014
Q3 | $55K | Sell |
766
-52
| -6% | -$3.61K | ﹤0.01% | 1854 |
|
|
2014
Q2 | $57K | Buy |
818
+271
| +50% | +$18.7K | ﹤0.01% | 1794 |
|
|
2014
Q1 | $37K | Hold |
547
| – | – | ﹤0.01% | 1988 |
|
|
2013
Q4 | $38K | Hold |
547
| – | – | ﹤0.01% | 1772 |
|
|
2013
Q3 | $40K | Sell |
547
-650
| -54% | -$44.1K | ﹤0.01% | 1646 |
|
|
2013
Q2 | $72K | Buy |
+1,197
| New | +$70.7K | ﹤0.01% | 1169 |
|
Other funds holding CASY
VPM
VCM
Creative Planning's CASY Position: Q1 2026 in Review
Creative Planning increased its Casey's General Stores (CASY) stake by 19% in Q1 2026, buying an estimated $1.33M and bringing the position to 12,941 shares worth $9.42M. The position accounts for 0.01% of the portfolio, ranked #726.
Creative Planning first reported a position in CASY in Q2 2013 and has held it in 47 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.
- Creative Planning held 12,941 shares of Casey's General Stores worth $9.42M as of Q1 2026.
- Creative Planning bought 2,044 Casey's General Stores shares in Q1 2026, an estimated $1.33M.
- Casey's General Stores made up 0.01% of Creative Planning's portfolio in Q1 2026, its #726 holding.
- Creative Planning first reported a position in Casey's General Stores in Q2 2013 and has held it in 47 quarters since.
- 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.