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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthPlan Investment Management's CASY Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Casey's General Stores (CASY) stake by 21% in Q1 2026, selling an estimated $3.59M and leaving 21,242 shares worth $15.5M. The position accounts for 0.86% of the portfolio, ranked #30.

WealthPlan Investment Management first reported a position in CASY in Q1 2022 and has held it in 16 quarters since. The position peaked at $21M in Q3 2025. 958 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • WealthPlan Investment Management held 21,242 shares of Casey's General Stores worth $15.5M as of Q1 2026.
  • WealthPlan Investment Management sold 5,509 Casey's General Stores shares in Q1 2026, an estimated $3.59M.
  • Casey's General Stores made up 0.86% of WealthPlan Investment Management's portfolio in Q1 2026, its #30 holding.
  • WealthPlan Investment Management first reported a position in Casey's General Stores in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Casey's General Stores position peaked at $21M in Q3 2025.
  • 958 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.