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Williamson Legacy Group’s Casey's General Stores CASY Stock Holding History

Williamson Legacy 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
Q1 		$1.79M Buy
2,453
+60
+3% +$39.1K 1.34% 24
2025
Q4 		$1.32M Sell
2,393
-38
-2% -$20.9K 1.03% 37
2025
Q3 		$1.37M Sell
2,431
-74
-3% -$38.7K 1.06% 39
2025
Q2 		$1.28M Buy
2,505
+118
+5% +$54.4K 1.08% 37
2025
Q1 		$1.04M Buy
2,387
+1,585
+198% +$650K 0.98% 47
2024
Q4 		$318K Buy
+802
New +$323K 0.21% 98

Other funds holding CASY

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williamson Legacy Group's CASY Position: Q1 2026 in Review

Williamson Legacy Group increased its Casey's General Stores (CASY) stake by 2.5% in Q1 2026, buying an estimated $39.1K and bringing the position to 2,453 shares worth $1.79M. The position accounts for 1.34% of the portfolio, ranked #24.

Williamson Legacy Group first reported a position in CASY in Q4 2024 and has held it in 6 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Williamson Legacy Group held 2,453 shares of Casey's General Stores worth $1.79M as of Q1 2026.
  • Williamson Legacy Group bought 60 Casey's General Stores shares in Q1 2026, an estimated $39.1K.
  • Casey's General Stores made up 1.34% of Williamson Legacy Group's portfolio in Q1 2026, its #24 holding.
  • Williamson Legacy Group first reported a position in Casey's General Stores in Q4 2024 and has held it in 6 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.