Shelton Capital Management’s Casey's General Stores CASY Stock Holding History

Shelton Capital 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	$876K	Sell	1,204 -54	-4%	-$35.2K	0.02%	282
2025 Q4	$695K	Sell	1,258 -62	-5%	-$34.1K	0.01%	299
2025 Q3	$746K	Hold	1,320	–	–	0.02%	283
2025 Q2	$674K	Hold	1,320	–	–	0.02%	298
2025 Q1	$573K	Sell	1,320 -80	-6%	-$32.8K	0.01%	308
2024 Q4	$555K	Sell	1,400 -53	-4%	-$21.4K	0.01%	327
2024 Q3	$546K	Sell	1,453 -25	-2%	-$9.35K	0.01%	332
2024 Q2	$564K	Sell	1,478 -81	-5%	-$27K	0.02%	319
2024 Q1	$496K	Buy	1,559 +752	+93%	+$220K	0.01%	360
2023 Q4	$222K	Sell	807 -921	-53%	-$252K	0.01%	645
2023 Q3	$469K	Sell	1,728 -108	-6%	-$27.4K	0.02%	332
2023 Q2	$448K	Sell	1,836 -71	-4%	-$16.1K	0.02%	343
2023 Q1	$413K	Hold	1,907	–	–	0.02%	347
2022 Q4	$428K	Sell	1,907 -55	-3%	-$12.5K	0.04%	303
2022 Q3	$397K	Hold	1,962	–	–	0.02%	353
2022 Q2	$363K	Hold	1,962	–	–	0.02%	398
2022 Q1	$389K	Hold	1,962	–	–	0.01%	443
2021 Q4	$387K	Sell	1,962 -85	-4%	-$16.4K	0.01%	452
2021 Q3	$386K	Hold	2,047	–	–	0.02%	442
2021 Q2	$398K	Hold	2,047	–	–	0.02%	440
2021 Q1	$443K	Buy	2,047 +504	+33%	+$101K	0.02%	415
2020 Q4	$276K	Sell	1,543 -600	-28%	-$109K	0.01%	530
2020 Q3	$381K	Hold	2,143	–	–	0.02%	478
2020 Q2	$320K	Sell	2,143 -111	-5%	-$16.7K	0.02%	422
2020 Q1	$299K	Sell	2,254 -106	-4%	-$17.2K	0.02%	395
2019 Q4	$375K	Sell	2,360 -123	-5%	-$20.4K	0.02%	444
2019 Q3	$400K	Hold	2,483	–	–	0.02%	412
2019 Q2	$387K	Buy	2,483 +2,135	+614%	+$291K	0.02%	433
2019 Q1	$2.7K	Sell	348 -2,355	-87%	-$308K	0.01%	754
2018 Q4	$346K	Hold	2,703	–	–	0.02%	415
2018 Q3	$349K	Hold	2,703	–	–	0.02%	509
2018 Q2	$284K	Hold	2,703	–	–	0.02%	601
2018 Q1	$297K	Sell	2,703 -217	-7%	-$25.1K	0.02%	559
2017 Q4	$327K	Hold	2,920	–	–	0.02%	541
2017 Q3	$320K	Hold	2,920	–	–	0.02%	532
2017 Q2	$313K	Hold	2,920	–	–	0.02%	545
2017 Q1	$328K	Sell	2,920 -755	-21%	-$86.5K	0.02%	532
2016 Q4	$437K	Hold	3,675	–	–	0.03%	422
2016 Q3	$442K	Hold	3,675	–	–	0.04%	412
2016 Q2	$483K	Hold	3,675	–	–	0.04%	378
2016 Q1	$416K	Hold	3,675	–	–	0.04%	424
2015 Q4	$443K	Hold	3,675	–	–	0.04%	391
2015 Q3	$378K	Buy	3,675 +644	+21%	+$66.8K	0.04%	430
2015 Q2	$290K	Hold	3,031	–	–	0.03%	596
2015 Q1	$273K	Hold	3,031	–	–	0.03%	632
2014 Q4	$274K	Hold	3,031	–	–	0.03%	616
2014 Q3	$217K	Hold	3,031	–	–	0.03%	689
2014 Q2	$213K	Hold	3,031	–	–	0.03%	728
2014 Q1	$205K	Hold	3,031	–	–	0.03%	717
2013 Q4	$213K	Hold	3,031	–	–	0.03%	673
2013 Q3	$223K	Buy	+3,031	New	+$206K	0.04%	595

Other funds holding CASY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shelton Capital Management's CASY Position: Q1 2026 in Review

Shelton Capital Management reduced its Casey's General Stores (CASY) stake by 4.3% in Q1 2026, selling an estimated $35.2K and leaving 1,204 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #282.

Shelton Capital Management first reported a position in CASY in Q3 2013 and has held it in 51 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Shelton Capital Management held 1,204 shares of Casey's General Stores worth $876K as of Q1 2026.
Shelton Capital Management sold 54 Casey's General Stores shares in Q1 2026, an estimated $35.2K.
Casey's General Stores made up 0.02% of Shelton Capital Management's portfolio in Q1 2026, its #282 holding.
Shelton Capital Management first reported a position in Casey's General Stores in Q3 2013 and has held it in 51 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

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