Pinnacle Wealth Planning Services’s Casey's General Stores CASY Stock Holding History

Pinnacle Wealth Planning Services’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	$16.4K	Buy	27 +2	+8%	+$1.54K	﹤0.01%	1868
2026 Q2	$19.9K	Hold	25	–	–	﹤0.01%	1786
2026 Q1	$18.2K	Sell	25 -4	-14%	-$2.61K	﹤0.01%	1740
2025 Q4	$16K	Buy	+29	New	+$16K	﹤0.01%	1817
2021 Q1	–	Sell	-10	Closed	-$2K	–	609
2020 Q4	$2K	Buy	+10	New	+$1.81K	﹤0.01%	1912

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 30.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return

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

Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return

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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's CASY Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Casey's General Stores (CASY) stake by 8% in Q3 2026, buying an estimated $1.54K and bringing the position to 27 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Pinnacle Wealth Planning Services first reported a position in CASY in Q4 2020 and has held it in 5 quarters since. The position peaked at $19.9K in Q2 2026. 358 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

Pinnacle Wealth Planning Services held 27 shares of Casey's General Stores worth $16.4K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2 Casey's General Stores shares in Q3 2026, an estimated $1.54K.
Casey's General Stores made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1868 holding.
Pinnacle Wealth Planning Services first reported a position in Casey's General Stores in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Casey's General Stores position peaked at $19.9K in Q2 2026.
358 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.