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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.41M Sell
1,774
-395
-18% -$318K 0.01% 793
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

Waverly Advisors's CASY Position: Q2 2026 in Review

Waverly Advisors reduced its Casey's General Stores (CASY) stake by 18% in Q2 2026, selling an estimated $318K and leaving 1,774 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #793.

Waverly Advisors first reported a position in CASY in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.58M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Waverly Advisors held 1,774 shares of Casey's General Stores worth $1.41M as of Q2 2026.
  • Waverly Advisors sold 395 Casey's General Stores shares in Q2 2026, an estimated $318K.
  • Casey's General Stores made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #793 holding.
  • Waverly Advisors first reported a position in Casey's General Stores in Q4 2013 and has held it in 4 quarters since.
  • Waverly Advisors's Casey's General Stores position peaked at $1.58M in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.