Olistico Wealth’s Casey's General Stores CASY Stock Holding History

Olistico Wealth’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 Q3	$901K	Hold	1,481	–	–	0.38%	54
2026 Q2	$1.18M	Sell	1,481 -31	-2%	-$25K	0.5%	45
2026 Q1	$1.1M	Sell	1,512 -76	-5%	-$49.5K	0.54%	46
2025 Q4	$878K	Hold	1,588	–	–	0.43%	49
2025 Q3	$898K	Sell	1,588 -25	-2%	-$13.1K	0.47%	43
2025 Q2	$823K	Sell	1,613 -555	-26%	-$256K	0.46%	45
2025 Q1	$941K	Hold	2,168	–	–	0.58%	39
2024 Q4	$859K	Hold	2,168	–	–	0.5%	38
2024 Q3	$815K	Hold	2,168	–	–	0.5%	39
2024 Q2	$827K	Hold	2,168	–	–	0.53%	37
2024 Q1	$690K	Sell	2,168 -502	-19%	-$147K	0.5%	46
2023 Q4	$734K	Buy	2,670 +2	+0.1%	+$547	0.57%	40
2023 Q3	$724K	Hold	2,668	–	–	0.65%	41
2023 Q2	$651K	Hold	2,668	–	–	0.56%	45
2023 Q1	$578K	Buy	2,668 +1,350	+102%	+$295K	0.55%	48
2022 Q4	$296K	Buy	+1,318	New	+$300K	0.32%	81

Other funds holding CASY

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Olistico Wealth's CASY Position: Q3 2026 in Review

Olistico Wealth held its Casey's General Stores (CASY) position steady in Q3 2026 at 1,481 shares worth $901K. The position accounts for 0.38% of the portfolio, ranked #54.

Olistico Wealth first reported a position in CASY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q2 2026. 177 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Olistico Wealth held 1,481 shares of Casey's General Stores worth $901K as of Q3 2026.
Olistico Wealth left its Casey's General Stores share count unchanged in Q3 2026.
Casey's General Stores made up 0.38% of Olistico Wealth's portfolio in Q3 2026, its #54 holding.
Olistico Wealth first reported a position in Casey's General Stores in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Casey's General Stores position peaked at $1.18M in Q2 2026.
177 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.