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Donoghue Forlines’s Casey's General Stores CASY Stock Holding History

Donoghue Forlines’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 		– Sell
-4,294
Closed -$2.37M – 128
2025
Q4 		$2.37M Buy
+4,294
New +$2.36M 0.73% 30
2023
Q1 		– Sell
-5,522
Closed -$1.24M – 223
2022
Q4 		$1.24M Buy
+5,522
New +$1.26M 0.44% 69
2019
Q4 		– Sell
-14,218
Closed -$2.29M – 163
2019
Q3 		$2.29M Buy
+14,218
New +$2.34M 0.33% 112

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

Donoghue Forlines's CASY Position: Q1 2026 in Review

Donoghue Forlines sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 4,294 shares — an estimated $2.37M sold.

Donoghue Forlines first reported a position in CASY in Q3 2019 and held it in 3 quarters. The position peaked at $2.37M in Q4 2025. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Donoghue Forlines reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
  • Donoghue Forlines sold 4,294 Casey's General Stores shares in Q1 2026, an estimated $2.37M.
  • Donoghue Forlines first reported a position in Casey's General Stores in Q3 2019 and held it in 3 quarters.
  • Donoghue Forlines's Casey's General Stores position peaked at $2.37M in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.