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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Cedar Mountain Advisors's CASY Position: Q2 2026 in Review

Cedar Mountain Advisors held its Casey's General Stores (CASY) position steady in Q2 2026 at 90 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Cedar Mountain Advisors first reported a position in CASY in Q2 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Cedar Mountain Advisors held 90 shares of Casey's General Stores worth $71.5K as of Q2 2026.
  • Cedar Mountain Advisors left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #133 holding.
  • Cedar Mountain Advisors first reported a position in Casey's General Stores in Q2 2023 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.