Welch Group
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Welch Group’s Casey's General Stores CASY Stock Holding History

Welch Group’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 		$426K Buy
700
+400
+133% +$309K 0.01% 213
2026
Q2 		$238K Hold
300
– – 0.01% 285
2026
Q1 		$218K Buy
+300
New +$195K 0.01% 286

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return

Welch Group's CASY Position: Q3 2026 in Review

Welch Group increased its Casey's General Stores (CASY) stake by 133% in Q3 2026, buying an estimated $309K and bringing the position to 700 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #213.

Welch Group first reported a position in CASY in Q1 2026 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Welch Group held 700 shares of Casey's General Stores worth $426K as of Q3 2026.
  • Welch Group bought 400 Casey's General Stores shares in Q3 2026, an estimated $309K.
  • Casey's General Stores made up 0.01% of Welch Group's portfolio in Q3 2026, its #213 holding.
  • Welch Group first reported a position in Casey's General Stores in Q1 2026 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.