Evergreen Capital Management
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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
Q3 		$936K Sell
1,539
-66
-4% -$50.9K 0.02% 541
2026
Q2 		$1.28M Buy
1,605
+232
+17% +$187K 0.02% 452
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evergreen Capital Management's CASY Position: Q3 2026 in Review

Evergreen Capital Management reduced its Casey's General Stores (CASY) stake by 4.1% in Q3 2026, selling an estimated $50.9K and leaving 1,539 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #541.

Evergreen Capital Management first reported a position in CASY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q2 2026. 721 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Evergreen Capital Management held 1,539 shares of Casey's General Stores worth $936K as of Q3 2026.
  • Evergreen Capital Management sold 66 Casey's General Stores shares in Q3 2026, an estimated $50.9K.
  • Casey's General Stores made up 0.02% of Evergreen Capital Management's portfolio in Q3 2026, its #541 holding.
  • Evergreen Capital Management first reported a position in Casey's General Stores in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Casey's General Stores position peaked at $1.28M in Q2 2026.
  • 721 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.