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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
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

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

Pinnacle Wealth Planning Services's CASY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Casey's General Stores (CASY) stake by 14% in Q1 2026, selling an estimated $2.61K and leaving 25 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Pinnacle Wealth Planning Services first reported a position in CASY in Q4 2020 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 25 shares of Casey's General Stores worth $18.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4 Casey's General Stores shares in Q1 2026, an estimated $2.61K.
  • Casey's General Stores made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1740 holding.
  • Pinnacle Wealth Planning Services first reported a position in Casey's General Stores in Q4 2020 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.