CASY Casey's General Stores, Inc.

Ownership history in WD RUTHERFORD LLC  ·  19 quarters on record

AI Ownership Summary

WD RUTHERFORD LLC reported Casey's General Stores, Inc. (CASY) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.13% in 2025 Q1. The latest visible filing shows CASY at 1.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WD RUTHERFORD LLC's position in Casey's General Stores, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CASY was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WD RUTHERFORD LLC held CASY — position size vs. price
% of Fund (quarterly)    CASY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,060 -145 -1.8% 1.86% $4.5M 2026-02-14 (Est.) $665.86
2025 Q3 ADDED 8,205 +117 +1.4% 1.97% $4.6M 2025-10-23 $531.79
2025 Q2 REDUCED 8,088 -509 -5.9% 1.90% $4.1M 2025-07-17 $514.06
2025 Q1 ADDED 8,597 +172 +2.0% 2.13% $4.0M 2025-04-17 $458.14
2024 Q4 ADDED 8,425 +230 +2.8% 1.58% $3.3M 2025-01-30 $420.78
2024 Q3 ADDED 8,195 +105 +1.3% 1.50% $3.1M 2024-10-25 $388.53
2024 Q2 ADDED 8,090 +1,614 +24.9% 1.55% $3.1M 2024-07-25 $369.83
2024 Q1 ADDED 6,476 +3,236 +99.9% 1.07% $2.1M 2024-04-16 $309.66
2023 Q4 ADDED 3,240 +160 +5.2% 0.54% $927K 2024-02-02 $272.52
2023 Q3 ADDED 3,080 +2,635 +592.1% 0.57% $836K 2023-10-24 $262.70
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WD RUTHERFORD LLC and CASY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WD RUTHERFORD LLC reported owning CASY?

WD RUTHERFORD LLC reported CASY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CASY position in WD RUTHERFORD LLC's portfolio?

The largest reported portfolio weight for CASY was 2.13% in 2025 Q1.

What is the latest reported CASY position on this page?

The most recent filing on this page is 2025 Q4, when WD RUTHERFORD LLC reported 8,060 shares, equal to 1.86% of portfolio, with an estimated market value of $4.5M.

What does the chart on this CASY ownership page compare?

The chart compares WD RUTHERFORD LLC's quarterly CASY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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