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 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Olistico Wealth's CASY Position: Q2 2026 in Review

Olistico Wealth reduced its Casey's General Stores (CASY) stake by 2.1% in Q2 2026, selling an estimated $25K and leaving 1,481 shares worth $1.18M. The position accounts for 0.5% of the portfolio, ranked #45.

Olistico Wealth first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Olistico Wealth held 1,481 shares of Casey's General Stores worth $1.18M as of Q2 2026.
Olistico Wealth sold 31 Casey's General Stores shares in Q2 2026, an estimated $25K.
Casey's General Stores made up 0.5% of Olistico Wealth's portfolio in Q2 2026, its #45 holding.
Olistico Wealth first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.