Whipplewood Advisors’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
$2.38K Sell
3
-42
-93% -$33.8K ﹤0.01% 399
2026
Q1
$32.8K Buy
+45
New +$29.3K 0.02% 318
2025
Q3
Sell
-45
Closed -$23K 427
2025
Q2
$23K Sell
45
-72
-62% -$33.2K 0.01% 438
2025
Q1
$19.5K Buy
117
+72
+160% +$29.5K 0.01% 455
2024
Q4
$17.8K Buy
+45
New +$18.1K 0.01% 459

Other funds holding CASY

Whipplewood Advisors's CASY Position: Q2 2026 in Review

Whipplewood Advisors reduced its Casey's General Stores (CASY) stake by 93% in Q2 2026, selling an estimated $33.8K and leaving 3 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Whipplewood Advisors first reported a position in CASY in Q4 2024 and has held it in 5 quarters since. The position peaked at $32.8K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Whipplewood Advisors held 3 shares of Casey's General Stores worth $2.38K as of Q2 2026.
  • Whipplewood Advisors sold 42 Casey's General Stores shares in Q2 2026, an estimated $33.8K.
  • Casey's General Stores made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #399 holding.
  • Whipplewood Advisors first reported a position in Casey's General Stores in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Casey's General Stores position peaked at $32.8K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.