Investments & Financial Planning LLC’s Casey's General Stores CASY Stock Holding History

Investments & Financial Planning LLC’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 Q2	$203K	Buy	+256	New	+$206K	0.1%	39

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investments & Financial Planning LLC's CASY Position: Q2 2026 in Review

Investments & Financial Planning LLC opened a new position in Casey's General Stores (CASY) in Q2 2026: 256 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #39 among its holdings.

1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Investments & Financial Planning LLC held 256 shares of Casey's General Stores worth $203K as of Q2 2026.
Casey's General Stores was a new Investments & Financial Planning LLC position in Q2 2026.
Casey's General Stores made up 0.1% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #39 holding.
1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.