M3 Advisory Group’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$266K Hold
366
0.16% 108
2025
Q4
$202K Sell
366
-162
-31% -$89.2K 0.12% 140
2025
Q3
$299K Buy
528
+24
+5% +$12.6K 0.19% 94
2025
Q2
$257K Buy
+504
New +$232K 0.18% 110

Other funds holding CASY

M3 Advisory Group's CASY Position: Q1 2026 in Review

M3 Advisory Group held its Casey's General Stores (CASY) position steady in Q1 2026 at 366 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #108.

M3 Advisory Group first reported a position in CASY in Q2 2025 and has held it in 4 quarters since. The position peaked at $299K in Q3 2025. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • M3 Advisory Group held 366 shares of Casey's General Stores worth $266K as of Q1 2026.
  • M3 Advisory Group left its Casey's General Stores share count unchanged in Q1 2026.
  • Casey's General Stores made up 0.16% of M3 Advisory Group's portfolio in Q1 2026, its #108 holding.
  • M3 Advisory Group first reported a position in Casey's General Stores in Q2 2025 and has held it in 4 quarters since.
  • M3 Advisory Group's Casey's General Stores position peaked at $299K in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.