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Waverly Advisors’s Casey's General Stores CASY Stock Holding History

Waverly Advisors’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 		$1.58M Buy
2,169
+402
+23% +$262K 0.01% 694
2025
Q4 		$977K Buy
+1,767
New +$972K 0.01% 771
2014
Q1 		– Sell
-51
Closed -$4K – 706
2013
Q4 		$4K Buy
+51
New +$3.73K ﹤0.01% 695

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

Waverly Advisors's CASY Position: Q1 2026 in Review

Waverly Advisors increased its Casey's General Stores (CASY) stake by 23% in Q1 2026, buying an estimated $262K and bringing the position to 2,169 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #694.

Waverly Advisors first reported a position in CASY in Q4 2013 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Waverly Advisors held 2,169 shares of Casey's General Stores worth $1.58M as of Q1 2026.
  • Waverly Advisors bought 402 Casey's General Stores shares in Q1 2026, an estimated $262K.
  • Casey's General Stores made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #694 holding.
  • Waverly Advisors first reported a position in Casey's General Stores in Q4 2013 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.