CMA
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Cedar Mountain Advisors’s Casey's General Stores CASY Stock Holding History

Cedar Mountain Advisors’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
Q3 		$54.8K Hold
90
– – 0.01% 152
2026
Q2 		$71.5K Hold
90
– – 0.01% 133
2026
Q1 		$65.5K Buy
90
+88
+4,400% +$57.3K 0.01% 119
2025
Q4 		$1.11K Hold
2
– – ﹤0.01% 486
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 504
2025
Q2 		$1.02K Hold
2
– – ﹤0.01% 325
2025
Q1 		$870 Hold
2
– – ﹤0.01% 313
2024
Q4 		$793 Hold
2
– – ﹤0.01% 343
2024
Q3 		$751 Hold
2
– – ﹤0.01% 312
2024
Q2 		$763 Hold
2
– – ﹤0.01% 307
2024
Q1 		$637 Hold
2
– – ﹤0.01% 320
2023
Q4 		$549 Hold
2
– – ﹤0.01% 304
2023
Q3 		$543 Hold
2
– – ﹤0.01% 289
2023
Q2 		$488 Buy
+2
New +$453 ﹤0.01% 280

Other funds holding CASY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Cedar Mountain Advisors's CASY Position: Q3 2026 in Review

Cedar Mountain Advisors held its Casey's General Stores (CASY) position steady in Q3 2026 at 90 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #152.

Cedar Mountain Advisors first reported a position in CASY in Q2 2023 and has held it in 14 quarters since. The position peaked at $71.5K in Q2 2026. 146 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Cedar Mountain Advisors held 90 shares of Casey's General Stores worth $54.8K as of Q3 2026.
  • Cedar Mountain Advisors left its Casey's General Stores share count unchanged in Q3 2026.
  • Casey's General Stores made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #152 holding.
  • Cedar Mountain Advisors first reported a position in Casey's General Stores in Q2 2023 and has held it in 14 quarters since.
  • Cedar Mountain Advisors's Casey's General Stores position peaked at $71.5K in Q2 2026.
  • 146 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.