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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
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 -$99.8K – 88
2022
Q4 		$99.8K 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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WD Rutherford's CASY Position: Q2 2026 in Review

WD Rutherford reduced its Casey's General Stores (CASY) stake by 8.1% in Q2 2026, selling an estimated $477K and leaving 6,701 shares worth $5.33M. The position accounts for 1.93% of the portfolio, ranked #19.

WD Rutherford first reported a position in CASY in Q4 2020 and has held it in 21 quarters since. 434 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • WD Rutherford held 6,701 shares of Casey's General Stores worth $5.33M as of Q2 2026.
  • WD Rutherford sold 592 Casey's General Stores shares in Q2 2026, an estimated $477K.
  • Casey's General Stores made up 1.93% of WD Rutherford's portfolio in Q2 2026, its #19 holding.
  • WD Rutherford first reported a position in Casey's General Stores in Q4 2020 and has held it in 21 quarters since.
  • 434 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.