Western Pacific Wealth Management’s Casey's General Stores CASY Stock Holding History

Western Pacific Wealth 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	$51.7K	Buy	+71	New	+$46.3K	0.05%	112
2023 Q4	–	Sell	-21	Closed	-$5.7K	–	250
2023 Q3	$5.7K	Hold	21	–	–	﹤0.01%	202
2023 Q2	$5.12K	Hold	21	–	–	﹤0.01%	220
2023 Q1	$4.54K	Hold	21	–	–	﹤0.01%	230
2022 Q4	$4.71K	Buy	+21	New	+$4.78K	﹤0.01%	220

Other funds holding CASY

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Western Pacific Wealth Management's CASY Position: Q1 2026 in Review

Western Pacific Wealth Management opened a new position in Casey's General Stores (CASY) in Q1 2026: 71 shares worth $51.7K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings. This is a return to the name: Western Pacific Wealth Management previously reported a position in CASY as recently as Q3 2023.

Western Pacific Wealth Management first reported a position in CASY in Q4 2022 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

Western Pacific Wealth Management held 71 shares of Casey's General Stores worth $51.7K as of Q1 2026.
Casey's General Stores was a new Western Pacific Wealth Management position in Q1 2026.
Casey's General Stores made up 0.05% of Western Pacific Wealth Management's portfolio in Q1 2026, its #112 holding.
Western Pacific Wealth Management first reported a position in Casey's General Stores in Q4 2022 and has held it in 5 quarters since.
957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.