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Evergreen Capital Management’s Casey's General Stores CASY Stock Holding History

Evergreen Capital Management’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 		$999K Buy
1,373
+239
+21% +$156K 0.02% 488
2025
Q4 		$627K Buy
1,134
+175
+18% +$96.3K 0.01% 615
2025
Q3 		$542K Buy
959
+435
+83% +$228K 0.01% 624
2025
Q2 		$267K Buy
+524
New +$241K 0.01% 857
2024
Q4 		– Sell
-556
Closed -$209K – 1073
2024
Q3 		$209K Buy
+556
New +$208K 0.01% 919

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

Evergreen Capital Management's CASY Position: Q1 2026 in Review

Evergreen Capital Management increased its Casey's General Stores (CASY) stake by 21% in Q1 2026, buying an estimated $156K and bringing the position to 1,373 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #488.

Evergreen Capital Management first reported a position in CASY in Q3 2024 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Evergreen Capital Management held 1,373 shares of Casey's General Stores worth $999K as of Q1 2026.
  • Evergreen Capital Management bought 239 Casey's General Stores shares in Q1 2026, an estimated $156K.
  • Casey's General Stores made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #488 holding.
  • Evergreen Capital Management first reported a position in Casey's General Stores in Q3 2024 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.