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Sunbelt Securities’s Casey's General Stores CASY Stock Holding History

Sunbelt Securities’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 		$1.67M Buy
2,298
+456
+25% +$297K 0.11% 168
2025
Q4 		$1.02M Sell
1,842
-68
-4% -$37.4K 0.07% 243
2025
Q3 		$1.08M Buy
1,910
+66
+4% +$34.5K 0.07% 223
2025
Q2 		$731K Sell
1,844
-26
-1% -$12K 0.06% 266
2025
Q1 		$812K Buy
1,870
+26
+1% +$10.7K 0.07% 225
2024
Q4 		$735K Sell
1,844
-116
-6% -$46.7K 0.06% 263
2024
Q3 		$736K Buy
1,960
+111
+6% +$41.5K 0.07% 260
2024
Q2 		$705K Buy
1,849
+224
+14% +$74.8K 0.07% 247
2024
Q1 		$517K Buy
1,625
+1,515
+1,377% +$443K 0.06% 316
2023
Q4 		$30.2K Sell
110
-19
-15% -$5.2K ﹤0.01% 919
2023
Q3 		$35K Hold
129
– – ﹤0.01% 883
2023
Q2 		$31.5K Buy
129
+41
+47% +$9.29K ﹤0.01% 901
2023
Q1 		$18.9K Buy
+88
New +$19.2K ﹤0.01% 974
2020
Q2 		– Sell
-2,500
Closed -$391K – 314
2020
Q1 		$391K Buy
+2,500
New +$405K 0.02% 271

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

Sunbelt Securities's CASY Position: Q1 2026 in Review

Sunbelt Securities increased its Casey's General Stores (CASY) stake by 25% in Q1 2026, buying an estimated $297K and bringing the position to 2,298 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #168.

Sunbelt Securities first reported a position in CASY in Q1 2020 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Sunbelt Securities held 2,298 shares of Casey's General Stores worth $1.67M as of Q1 2026.
  • Sunbelt Securities bought 456 Casey's General Stores shares in Q1 2026, an estimated $297K.
  • Casey's General Stores made up 0.11% of Sunbelt Securities's portfolio in Q1 2026, its #168 holding.
  • Sunbelt Securities first reported a position in Casey's General Stores in Q1 2020 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.