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SkyOak Wealth’s Casey's General Stores CASY Stock Holding History

SkyOak Wealth’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 		$333K Sell
458
-70
-13% -$45.6K 0.06% 164
2025
Q4 		$292K Sell
528
-23
-4% -$12.7K 0.05% 187
2025
Q3 		$311K Buy
+551
New +$288K 0.06% 183

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

SkyOak Wealth's CASY Position: Q1 2026 in Review

SkyOak Wealth reduced its Casey's General Stores (CASY) stake by 13% in Q1 2026, selling an estimated $45.6K and leaving 458 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #164.

SkyOak Wealth first reported a position in CASY in Q3 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • SkyOak Wealth held 458 shares of Casey's General Stores worth $333K as of Q1 2026.
  • SkyOak Wealth sold 70 Casey's General Stores shares in Q1 2026, an estimated $45.6K.
  • Casey's General Stores made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #164 holding.
  • SkyOak Wealth first reported a position in Casey's General Stores in Q3 2025 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 SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.