WLG
CASY icon

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
Q2 		$2.29M Buy
2,879
+426
+17% +$343K 1.14% 30
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 $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

Williamson Legacy Group's CASY Position: Q2 2026 in Review

Williamson Legacy Group increased its Casey's General Stores (CASY) stake by 17% in Q2 2026, buying an estimated $343K and bringing the position to 2,879 shares worth $2.29M. The position accounts for 1.14% of the portfolio, ranked #30.

Williamson Legacy Group first reported a position in CASY in Q4 2024 and has held it in 7 quarters since. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Williamson Legacy Group held 2,879 shares of Casey's General Stores worth $2.29M as of Q2 2026.
  • Williamson Legacy Group bought 426 Casey's General Stores shares in Q2 2026, an estimated $343K.
  • Casey's General Stores made up 1.14% of Williamson Legacy Group's portfolio in Q2 2026, its #30 holding.
  • Williamson Legacy Group first reported a position in Casey's General Stores in Q4 2024 and has held it in 7 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.