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Retirement Guys Formula’s Casey's General Stores CASY Stock Holding History

Retirement Guys Formula’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 		$1.47M Buy
2,025
+1,603
+380% +$1.04M 0.68% 58
2025
Q4 		$233K Sell
422
-15
-3% -$8.26K 0.11% 126
2025
Q3 		$247K Sell
437
-7
-2% -$3.66K 0.09% 140
2025
Q2 		$226K Sell
444
-40
-8% -$18.4K 0.09% 127
2025
Q1 		$210K Buy
+484
New +$198K 0.1% 129

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

Retirement Guys Formula's CASY Position: Q1 2026 in Review

Retirement Guys Formula increased its Casey's General Stores (CASY) stake by 380% in Q1 2026, buying an estimated $1.04M and bringing the position to 2,025 shares worth $1.47M. The position accounts for 0.68% of the portfolio, ranked #58.

Retirement Guys Formula first reported a position in CASY in Q1 2025 and has held it in 5 quarters since. 958 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Retirement Guys Formula held 2,025 shares of Casey's General Stores worth $1.47M as of Q1 2026.
  • Retirement Guys Formula bought 1,603 Casey's General Stores shares in Q1 2026, an estimated $1.04M.
  • Casey's General Stores made up 0.68% of Retirement Guys Formula's portfolio in Q1 2026, its #58 holding.
  • Retirement Guys Formula first reported a position in Casey's General Stores in Q1 2025 and has held it in 5 quarters since.
  • 958 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.