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Peterson Wealth Management’s Casey's General Stores CASY Stock Holding History

Peterson Wealth Management’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 		$8.02K Buy
+11
New +$7.17K ﹤0.01% 140
2025
Q4 		– Sell
-7,919
Closed -$4.48M – 42
2025
Q3 		$4.48M Buy
7,919
+80
+1% +$41.9K 3.1% 13
2025
Q2 		$4M Buy
+7,839
New +$3.61M 2.37% 15

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Peterson Wealth Management's CASY Position: Q1 2026 in Review

Peterson Wealth Management opened a new position in Casey's General Stores (CASY) in Q1 2026: 11 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in CASY as recently as Q3 2025.

Peterson Wealth Management first reported a position in CASY in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.48M in Q3 2025. 958 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Peterson Wealth Management held 11 shares of Casey's General Stores worth $8.02K as of Q1 2026.
  • Casey's General Stores was a new Peterson Wealth Management position in Q1 2026.
  • Casey's General Stores made up ﹤0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Peterson Wealth Management first reported a position in Casey's General Stores in Q2 2025 and has held it in 3 quarters since.
  • Peterson Wealth Management's Casey's General Stores position peaked at $4.48M in Q3 2025.
  • 958 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.