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Legacy Capital Wealth Partners’s Casey's General Stores CASY Stock Holding History

Legacy Capital Wealth Partners’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 		$270K Sell
339
-35
-9% -$28.2K 0.05% 315
2026
Q1 		$272K Buy
+374
New +$244K 0.06% 314
2025
Q4 		– Sell
-525
Closed -$297K – 379
2025
Q3 		$297K Sell
525
-35
-6% -$18.3K 0.06% 314
2025
Q2 		$286K Buy
560
+13
+2% +$5.99K 0.07% 309
2025
Q1 		$238K Buy
+547
New +$224K 0.06% 321

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Wealth Partners's CASY Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Casey's General Stores (CASY) stake by 9.4% in Q2 2026, selling an estimated $28.2K and leaving 339 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #315.

Legacy Capital Wealth Partners first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Legacy Capital Wealth Partners held 339 shares of Casey's General Stores worth $270K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 35 Casey's General Stores shares in Q2 2026, an estimated $28.2K.
  • Casey's General Stores made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • Legacy Capital Wealth Partners first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's Casey's General Stores position peaked at $297K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.