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Creative Planning CASY Position History
Casey's General Stores, Inc. • Consumer Defensive
Quarters held
9
Latest value
$8.1M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.2M |
| Q3 2025 | $161K |
| Q4 2025 | $6M |
| Q1 2026 | $207K |
| Q1 2026 | $9.2M |
| Q2 2026 | $227K |
| Q2 2026 | $11.6M |
| Q3 2026 | $172K |
| Q3 2026 | $8.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.1M | 13.3K | — | — |
| Q3 2026 | $172K | 282 | — | — |
| Q2 2026 | $11.6M | 14.5K | — | — |
| Q2 2026 | $227K | 285 | — | — |
| Q1 2026 | $9.2M | 12.7K | — | — |
| Q1 2026 | $207K | 284 | — | — |
| Q4 2025 | $6M | 10.9K | — | — |
| Q3 2025 | $161K | 284 | — | — |
| Q3 2025 | $5.2M | 9.2K | — | — |
Other funds holding CASY
$1.4B
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$742.9M
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$493.9M
$458.5M