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

Wellington 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
Q2 		$1.58M Buy
1,992
+145
+8% +$117K 0.42% 43
2026
Q1 		$1.34M Buy
1,847
+250
+16% +$163K 0.41% 42
2025
Q4 		$883K Buy
+1,597
New +$879K 0.29% 45

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

Wellington Group's CASY Position: Q2 2026 in Review

Wellington Group increased its Casey's General Stores (CASY) stake by 7.9% in Q2 2026, buying an estimated $117K and bringing the position to 1,992 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #43.

Wellington Group first reported a position in CASY in Q4 2025 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Wellington Group held 1,992 shares of Casey's General Stores worth $1.58M as of Q2 2026.
  • Wellington Group bought 145 Casey's General Stores shares in Q2 2026, an estimated $117K.
  • Casey's General Stores made up 0.42% of Wellington Group's portfolio in Q2 2026, its #43 holding.
  • Wellington Group first reported a position in Casey's General Stores in Q4 2025 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.