Optima Capital’s Casey's General Stores CASY Stock Holding History

Optima 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	–	Sell	-3	Closed	-$1.66K	–	325
2025 Q4	$1.66K	Buy	+3	New	+$1.65K	﹤0.01%	823

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optima Capital's CASY Position: Q1 2026 in Review

Optima Capital sold out of Casey's General Stores (CASY) in Q1 2026, closing a stake of 3 shares — an estimated $1.66K sold.

Optima Capital first reported a position in CASY in Q4 2025 and held it in 1 quarter. The position peaked at $1.66K in Q4 2025. 962 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Optima Capital reported no remaining Casey's General Stores position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 Casey's General Stores shares in Q1 2026, an estimated $1.66K.
Optima Capital first reported a position in Casey's General Stores in Q4 2025 and held it in 1 quarter.
Optima Capital's Casey's General Stores position peaked at $1.66K in Q4 2025.
962 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.