Money Concepts Capital’s Casey's General Stores CASY Stock Holding History

Money Concepts Capital’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	$2.13M	Buy	2,925 +213	+8%	+$139K	0.12%	178
2025 Q4	$1.5M	Buy	2,712 +508	+23%	+$280K	0.08%	212
2025 Q3	$1.25M	Buy	2,204 +71	+3%	+$37.1K	0.08%	228
2025 Q2	$1.09M	Buy	2,133 +330	+18%	+$152K	0.07%	231
2025 Q1	$783K	Buy	1,803 +429	+31%	+$176K	0.06%	254
2024 Q4	$545K	Buy	1,374 +141	+11%	+$56.8K	0.04%	286
2024 Q3	$463K	Buy	+1,233	New	+$461K	0.04%	302
2023 Q1	–	Sell	-122	Closed	-$27.5K	–	833
2022 Q4	$27.5K	Buy	122 +47	+63%	+$10.7K	﹤0.01%	1516
2022 Q3	$15K	Hold	75	–	–	﹤0.01%	973
2022 Q2	$14K	Sell	75 -202	-73%	-$40.6K	﹤0.01%	961
2022 Q1	$55K	Buy	+277	New	+$52.1K	﹤0.01%	1193

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

Money Concepts Capital's CASY Position: Q1 2026 in Review

Money Concepts Capital increased its Casey's General Stores (CASY) stake by 7.9% in Q1 2026, buying an estimated $139K and bringing the position to 2,925 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #178.

Money Concepts Capital first reported a position in CASY in Q1 2022 and has held it in 11 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Money Concepts Capital held 2,925 shares of Casey's General Stores worth $2.13M as of Q1 2026.
Money Concepts Capital bought 213 Casey's General Stores shares in Q1 2026, an estimated $139K.
Casey's General Stores made up 0.12% of Money Concepts Capital's portfolio in Q1 2026, its #178 holding.
Money Concepts Capital first reported a position in Casey's General Stores in Q1 2022 and has held it in 11 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.