WCM Investment Management
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WCM Investment Management’s Casey's General Stores CASY Stock Holding History

WCM Investment Management’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
2025
Q1 		– Sell
-4,969
Closed -$1.98M – 283
2024
Q4 		$1.98M Buy
4,969
+133
+3% +$53.6K ﹤0.01% 236
2024
Q3 		$1.81M Sell
4,836
-51,920
-91% -$19.4M ﹤0.01% 214
2024
Q2 		$21.7M Sell
56,756
-6,643
-10% -$2.22M 0.05% 90
2024
Q1 		$20.2M Sell
63,399
-915
-1% -$267K 0.05% 97
2023
Q4 		$17.7M Sell
64,314
-5,855
-8% -$1.6M 0.05% 103
2023
Q3 		$19.1M Buy
70,169
+1,318
+2% +$334K 0.06% 78
2023
Q2 		$16.8M Buy
68,851
+2,006
+3% +$455K 0.05% 97
2023
Q1 		$14.5M Buy
66,845
+666
+1% +$146K 0.05% 104
2022
Q4 		$14.8M Sell
66,179
-12,581
-16% -$2.87M 0.05% 91
2022
Q3 		$16.1M Buy
78,760
+720
+0.9% +$149K 0.06% 81
2022
Q2 		$14.6M Sell
78,040
-5,024
-6% -$1.01M 0.05% 85
2022
Q1 		$16.5M Buy
83,064
+10,428
+14% +$1.96M 0.05% 87
2021
Q4 		$14.3M Buy
72,636
+4,308
+6% +$833K 0.03% 104
2021
Q3 		$12.9M Buy
68,328
+485
+0.7% +$95.1K 0.03% 101
2021
Q2 		$13.2M Buy
67,843
+2,858
+4% +$616K 0.03% 90
2021
Q1 		$14M Buy
64,985
+8,377
+15% +$1.68M 0.04% 76
2020
Q4 		$10.1M Buy
56,608
+9,549
+20% +$1.73M 0.03% 110
2020
Q3 		$8.36M Buy
47,059
+1,289
+3% +$218K 0.03% 102
2020
Q2 		$6.84M Buy
45,770
+1,417
+3% +$213K 0.03% 111
2020
Q1 		$5.88M Buy
44,353
+13,276
+43% +$2.15M 0.03% 91
2019
Q4 		$4.94M Buy
31,077
+23,013
+285% +$3.81M 0.03% 108
2019
Q3 		$1.3M Sell
8,064
-79
-1% -$13K 0.01% 113
2019
Q2 		$1.27M Sell
8,143
-251
-3% -$34.3K 0.01% 115
2019
Q1 		$1.08M Buy
+8,394
New +$1.1M 0.01% 118

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management's CASY Position: Q1 2025 in Review

WCM Investment Management sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 4,969 shares — an estimated $1.98M sold.

WCM Investment Management first reported a position in CASY in Q1 2019 and held it in 24 quarters. The position peaked at $21.7M in Q2 2024. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • WCM Investment Management reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 4,969 Casey's General Stores shares in Q1 2025, an estimated $1.98M.
  • WCM Investment Management first reported a position in Casey's General Stores in Q1 2019 and held it in 24 quarters.
  • WCM Investment Management's Casey's General Stores position peaked at $21.7M in Q2 2024.
  • 739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.