WD Rutherford
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WD Rutherford’s Casey's General Stores CASY Stock Holding History

WD Rutherford’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
Q3 		$3.87M Sell
6,364
-337
-5% -$260K 1.47% 29
2026
Q2 		$5.33M Sell
6,701
-592
-8% -$477K 1.93% 19
2026
Q1 		$5.31M Sell
7,293
-767
-10% -$500K 2.36% 12
2025
Q4 		$4.45M Sell
8,060
-145
-2% -$79.8K 1.86% 21
2025
Q3 		$4.64M Buy
8,205
+117
+1% +$61.2K 1.97% 18
2025
Q2 		$4.13M Sell
8,088
-509
-6% -$235K 1.9% 22
2025
Q1 		$3.99M Buy
8,597
+172
+2% +$70.5K 2.13% 18
2024
Q4 		$3.34M Buy
8,425
+230
+3% +$92.7K 1.58% 29
2024
Q3 		$3.08M Buy
8,195
+105
+1% +$39.3K 1.5% 30
2024
Q2 		$3.09M Buy
8,090
+1,614
+25% +$539K 1.55% 30
2024
Q1 		$2.06M Buy
6,476
+3,236
+100% +$945K 1.07% 40
2023
Q4 		$927K Buy
3,240
+160
+5% +$43.8K 0.54% 49
2023
Q3 		$836K Buy
+3,080
New +$780K 0.57% 47
2023
Q1 		– Sell
-445
Closed -$100K – 88
2022
Q4 		$100K Hold
445
– – 0.08% 81
2022
Q3 		$90K Hold
445
– – 0.07% 85
2022
Q2 		$82K Hold
445
– – 0.06% 80
2022
Q1 		$88K Hold
445
– – 0.05% 94
2021
Q4 		$88K Sell
445
-55
-11% -$10.6K 0.04% 97
2021
Q3 		$94K Hold
500
– – 0.05% 97
2021
Q2 		$97K Buy
500
+55
+12% +$11.8K 0.05% 92
2021
Q1 		$96K Sell
445
-30
-6% -$6K 0.06% 90
2020
Q4 		$85K Buy
+475
New +$86.2K 0.05% 88

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

WD Rutherford's CASY Position: Q3 2026 in Review

WD Rutherford reduced its Casey's General Stores (CASY) stake by 5% in Q3 2026, selling an estimated $260K and leaving 6,364 shares worth $3.87M. The position accounts for 1.47% of the portfolio, ranked #29.

WD Rutherford first reported a position in CASY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.33M in Q2 2026. 378 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • WD Rutherford held 6,364 shares of Casey's General Stores worth $3.87M as of Q3 2026.
  • WD Rutherford sold 337 Casey's General Stores shares in Q3 2026, an estimated $260K.
  • Casey's General Stores made up 1.47% of WD Rutherford's portfolio in Q3 2026, its #29 holding.
  • WD Rutherford first reported a position in Casey's General Stores in Q4 2020 and has held it in 22 quarters since.
  • WD Rutherford's Casey's General Stores position peaked at $5.33M in Q2 2026.
  • 378 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.