McLean Asset Management’s Casey's General Stores CASY Stock Holding History

McLean Asset 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 Q1	$360K	Buy	494 +1	+0.2%	+$651	0.06%	117
2025 Q4	$304K	Buy	493 +1	+0.2%	+$550	0.05%	130
2025 Q3	$275K	Hold	492	–	–	0.06%	140
2025 Q2	$252K	Buy	492 +4	+0.8%	+$1.84K	0.07%	145
2025 Q1	$203K	Buy	+488	New	+$200K	0.07%	148

Other funds holding CASY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McLean Asset Management's CASY Position: Q1 2026 in Review

McLean Asset Management increased its Casey's General Stores (CASY) stake by 0.2% in Q1 2026, buying an estimated $651 and bringing the position to 494 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #117.

McLean Asset Management first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

McLean Asset Management held 494 shares of Casey's General Stores worth $360K as of Q1 2026.
McLean Asset Management bought 1 Casey's General Stores share in Q1 2026, an estimated $651.
Casey's General Stores made up 0.06% of McLean Asset Management's portfolio in Q1 2026, its #117 holding.
McLean Asset Management first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.