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PDS Planning’s Casey's General Stores CASY Stock Holding History

PDS Planning’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 		$379K Sell
477
-13
-3% -$10.5K 0.02% 356
2026
Q1 		$357K Sell
490
-15
-3% -$9.77K 0.02% 349
2025
Q4 		$279K Sell
505
-4
-0.8% -$2.2K 0.02% 403
2025
Q3 		$288K Buy
509
+62
+14% +$32.4K 0.02% 391
2025
Q2 		$228K Buy
+447
New +$206K 0.02% 439

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PDS Planning's CASY Position: Q2 2026 in Review

PDS Planning reduced its Casey's General Stores (CASY) stake by 2.7% in Q2 2026, selling an estimated $10.5K and leaving 477 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #356.

PDS Planning first reported a position in CASY in Q2 2025 and has held it in 5 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • PDS Planning held 477 shares of Casey's General Stores worth $379K as of Q2 2026.
  • PDS Planning sold 13 Casey's General Stores shares in Q2 2026, an estimated $10.5K.
  • Casey's General Stores made up 0.02% of PDS Planning's portfolio in Q2 2026, its #356 holding.
  • PDS Planning first reported a position in Casey's General Stores in Q2 2025 and has held it in 5 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.