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F/M Investments’s Casey's General Stores CASY Stock Holding History

F/M Investments’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
-3,924
Closed -$2.17M – 352
2025
Q4 		$2.17M Sell
3,924
-26
-0.7% -$14.3K 0.08% 229
2025
Q3 		$2.23M Buy
+3,950
New +$2.07M 0.09% 228
2024
Q2 		– Sell
-4,379
Closed -$1.39M – 321
2024
Q1 		$1.39M Sell
4,379
-34
-0.8% -$9.93K 0.94% 30
2023
Q4 		$1.21M Buy
+4,413
New +$1.21M 0.69% 44

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

F/M Investments's CASY Position: Q1 2026 in Review

F/M Investments sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 3,924 shares — an estimated $2.17M sold.

F/M Investments first reported a position in CASY in Q4 2023 and held it in 4 quarters. The position peaked at $2.23M in Q3 2025. 962 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • F/M Investments reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 3,924 Casey's General Stores shares in Q1 2026, an estimated $2.17M.
  • F/M Investments first reported a position in Casey's General Stores in Q4 2023 and held it in 4 quarters.
  • F/M Investments's Casey's General Stores position peaked at $2.23M in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.