WealthPLAN Partners’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.75M | Sell |
3,459
-3,235
| -48% | -$2.61M | 0.53% | 48 |
|
|
2026
Q1 | $4.87M | Sell |
6,694
-2,090
| -24% | -$1.36M | 0.94% | 29 |
|
|
2025
Q4 | $4.86M | Sell |
8,784
-1,205
| -12% | -$663K | 0.73% | 33 |
|
|
2025
Q3 | $5.65M | Sell |
9,989
-381
| -4% | -$199K | 0.85% | 30 |
|
|
2025
Q2 | $5.29M | Sell |
10,370
-4,291
| -29% | -$1.98M | 0.85% | 28 |
|
|
2025
Q1 | $6.36M | Sell |
14,661
-289
| -2% | -$118K | 0.9% | 26 |
|
|
2024
Q4 | $5.92M | Sell |
14,950
-439
| -3% | -$177K | 0.84% | 30 |
|
|
2024
Q3 | $5.78M | Sell |
15,389
-7,420
| -33% | -$2.77M | 0.78% | 33 |
|
|
2024
Q2 | $8.7M | Sell |
22,809
-2,780
| -11% | -$928K | 0.93% | 25 |
|
|
2024
Q1 | $8.15M | Sell |
25,589
-6,147
| -19% | -$1.8M | 0.84% | 28 |
|
|
2023
Q4 | $8.72M | Buy |
31,736
+1,745
| +6% | +$477K | 0.9% | 30 |
|
|
2023
Q3 | $8.14M | Buy |
29,991
+14,936
| +99% | +$3.78M | 0.95% | 26 |
|
|
2023
Q2 | $3.67M | Sell |
15,055
-18,106
| -55% | -$4.1M | 0.52% | 49 |
|
|
2023
Q1 | $7.18M | Sell |
33,161
-37,769
| -53% | -$8.26M | 0.82% | 40 |
|
|
2022
Q4 | $15.6M | Buy |
+70,930
| New | +$16.2M | 1.09% | 29 |
|
|
2022
Q1 | $12.5M | Buy |
62,312
+7,424
| +14% | +$1.4M | 0.87% | 39 |
|
|
2021
Q4 | $10.3M | Buy |
54,888
+3,235
| +6% | +$625K | 0.68% | 52 |
|
|
2021
Q3 | $10.4M | Buy |
51,653
+2,395
| +5% | +$470K | 0.69% | 51 |
|
|
2021
Q2 | $9.72M | Buy |
49,258
+6,455
| +15% | +$1.39M | 0.68% | 56 |
|
|
2021
Q1 | $9.48M | Buy |
42,803
+1,885
| +5% | +$377K | 0.74% | 51 |
|
|
2020
Q4 | $7.78M | Buy |
40,918
+4,234
| +12% | +$768K | 0.66% | 55 |
|
|
2020
Q3 | $6.94M | Buy |
36,684
+1,977
| +6% | +$334K | 0.68% | 53 |
|
|
2020
Q2 | $5.98M | Buy |
34,707
+1,428
| +4% | +$215K | 0.62% | 52 |
|
|
2020
Q1 | $4.86M | Buy |
33,279
+1,584
| +5% | +$257K | 0.63% | 51 |
|
|
2019
Q4 | $5.2M | Buy |
31,695
+2,101
| +7% | +$348K | 0.61% | 50 |
|
|
2019
Q3 | $5.03M | Buy |
29,594
+1,923
| +7% | +$317K | 0.69% | 47 |
|
|
2019
Q2 | $4.61M | Sell |
27,671
-3,442
| -11% | -$470K | 0.69% | 46 |
|
|
2019
Q1 | $4.13M | Buy |
31,113
+2,254
| +8% | +$295K | 0.65% | 47 |
|
|
2018
Q4 | $3.91M | Buy |
28,859
+1,541
| +6% | +$196K | 0.63% | 46 |
|
|
2018
Q3 | $3.41M | Sell |
27,318
-1,233
| -4% | -$142K | 0.62% | 44 |
|
|
2018
Q2 | $3M | Buy |
28,551
+12,547
| +78% | +$1.27M | 0.61% | 48 |
|
|
2018
Q1 | $1.76M | Buy |
16,004
+4,003
| +33% | +$463K | 0.39% | 74 |
|
|
2017
Q4 | $1.34M | Buy |
12,001
+9,117
| +316% | +$1.04M | 0.36% | 77 |
|
|
2017
Q3 | $316K | Buy |
+2,884
| New | +$307K | 0.09% | 140 |
|
|
2016
Q3 | $51K | Buy |
435
+9
| +2% | +$1.16K | 0.02% | 331 |
|
|
2016
Q2 | $28K | Buy |
+426
| New | +$49.5K | ﹤0.01% | 1203 |
|
Other funds holding CASY
WealthPLAN Partners's CASY Position: Q2 2026 in Review
WealthPLAN Partners reduced its Casey's General Stores (CASY) stake by 48% in Q2 2026, selling an estimated $2.61M and leaving 3,459 shares worth $2.75M. The position accounts for 0.53% of the portfolio, ranked #48.
WealthPLAN Partners first reported a position in CASY in Q2 2016 and has held it in 36 quarters since. The position peaked at $15.6M in Q4 2022. 1,079 funds tracked by Wall St. Rank hold CASY as of Q2 2026.
- WealthPLAN Partners held 3,459 shares of Casey's General Stores worth $2.75M as of Q2 2026.
- WealthPLAN Partners sold 3,235 Casey's General Stores shares in Q2 2026, an estimated $2.61M.
- Casey's General Stores made up 0.53% of WealthPLAN Partners's portfolio in Q2 2026, its #48 holding.
- WealthPLAN Partners first reported a position in Casey's General Stores in Q2 2016 and has held it in 36 quarters since.
- WealthPLAN Partners's Casey's General Stores position peaked at $15.6M in Q4 2022.
- 1,079 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.