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

WealthPlan 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
2026
Q2 		$14.3M Sell
17,990
-3,252
-15% -$2.62M 0.71% 32
2026
Q1 		$15.5M Sell
21,242
-5,509
-21% -$3.59M 0.86% 30
2025
Q4 		$14.8M Sell
26,751
-10,319
-28% -$5.68M 0.94% 25
2025
Q3 		$21M Sell
37,070
-1,887
-5% -$987K 1.39% 12
2025
Q2 		$19.9M Buy
38,957
+654
+2% +$301K 1.45% 12
2025
Q1 		$16.6M Buy
38,303
+636
+2% +$261K 1.64% 8
2024
Q4 		$14.9M Sell
37,667
-3,456
-8% -$1.39M 1.47% 13
2024
Q3 		$15.5M Buy
41,123
+4,902
+14% +$1.83M 1.56% 12
2024
Q2 		$13.8M Sell
36,221
-3,028
-8% -$1.01M 2.09% 5
2024
Q1 		$12.5M Sell
39,249
-1,642
-4% -$480K 1.91% 6
2023
Q4 		$11.2M Buy
40,891
+2,312
+6% +$632K 1.8% 7
2023
Q3 		$10.5M Buy
38,579
+19,078
+98% +$4.83M 1.85% 8
2023
Q2 		$4.76M Sell
19,501
-20,234
-51% -$4.59M 1.42% 25
2023
Q1 		$8.6M Sell
39,735
-31,033
-44% -$6.79M 1.48% 25
2022
Q4 		$15.8M Buy
70,768
+1,278
+2% +$291K 1.1% 28
2022
Q3 		$17.2M Buy
+69,490
New +$14.4M 1.25% 21
2022
Q1 		$12.5M Buy
+62,312
New +$11.7M 0.87% 39

Other funds holding CASY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPlan Investment Management's CASY Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Casey's General Stores (CASY) stake by 15% in Q2 2026, selling an estimated $2.62M and leaving 17,990 shares worth $14.3M. The position accounts for 0.71% of the portfolio, ranked #32.

WealthPlan Investment Management first reported a position in CASY in Q1 2022 and has held it in 17 quarters since. The position peaked at $21M in Q3 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • WealthPlan Investment Management held 17,990 shares of Casey's General Stores worth $14.3M as of Q2 2026.
  • WealthPlan Investment Management sold 3,252 Casey's General Stores shares in Q2 2026, an estimated $2.62M.
  • Casey's General Stores made up 0.71% of WealthPlan Investment Management's portfolio in Q2 2026, its #32 holding.
  • WealthPlan Investment Management first reported a position in Casey's General Stores in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Casey's General Stores position peaked at $21M in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.