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Union Heritage Capital’s Casey's General Stores CASY Stock Holding History

Union Heritage Capital’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 		$2.86M Buy
+3,930
New +$2.56M 1.06% 37

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

Union Heritage Capital's CASY Position: Q1 2026 in Review

Union Heritage Capital opened a new position in Casey's General Stores (CASY) in Q1 2026: 3,930 shares worth $2.86M. The stake represents 1.06% of the portfolio and ranks #37 among its holdings.

959 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Union Heritage Capital held 3,930 shares of Casey's General Stores worth $2.86M as of Q1 2026.
  • Casey's General Stores was a new Union Heritage Capital position in Q1 2026.
  • Casey's General Stores made up 1.06% of Union Heritage Capital's portfolio in Q1 2026, its #37 holding.
  • 959 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.