Mount Yale Investment Advisors’s Casey's General Stores CASY Stock Holding History

Mount Yale Investment Advisors’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	$665K	Buy	+914	New	+$595K	0.02%	624
2025 Q3	–	Sell	-1,019	Closed	-$520K	–	810
2025 Q2	$520K	Sell	1,019 -686	-40%	-$316K	0.04%	332
2025 Q1	$740K	Sell	1,705 -359	-17%	-$147K	0.06%	247
2024 Q4	$818K	Sell	2,064 -300	-13%	-$121K	0.07%	244
2024 Q3	$888K	Sell	2,364 -123	-5%	-$46K	0.09%	217
2024 Q2	$949K	Buy	+2,487	New	+$830K	0.08%	215
2018 Q4	–	Sell	-169	Closed	-$22K	–	386
2018 Q3	$22K	Buy	+169	New	+$19.4K	﹤0.01%	755

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's CASY Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Casey's General Stores (CASY) in Q1 2026: 914 shares worth $665K. The stake represents 0.02% of the portfolio and ranks #624 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CASY as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CASY in Q3 2018 and has held it in 7 quarters since. The position peaked at $949K in Q2 2024. 960 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Mount Yale Investment Advisors held 914 shares of Casey's General Stores worth $665K as of Q1 2026.
Casey's General Stores was a new Mount Yale Investment Advisors position in Q1 2026.
Casey's General Stores made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #624 holding.
Mount Yale Investment Advisors first reported a position in Casey's General Stores in Q3 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's Casey's General Stores position peaked at $949K in Q2 2024.
960 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.