M3 Advisory Group’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$248K Sell
312
-54
-15% -$43.5K 0.13% 134
2026
Q1
$266K Hold
366
0.16% 108
2025
Q4
$202K Sell
366
-162
-31% -$89.2K 0.12% 140
2025
Q3
$299K Buy
528
+24
+5% +$12.6K 0.19% 94
2025
Q2
$257K Buy
+504
New +$232K 0.18% 110

Other funds holding CASY

M3 Advisory Group's CASY Position: Q2 2026 in Review

M3 Advisory Group reduced its Casey's General Stores (CASY) stake by 15% in Q2 2026, selling an estimated $43.5K and leaving 312 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #134.

M3 Advisory Group first reported a position in CASY in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • M3 Advisory Group held 312 shares of Casey's General Stores worth $248K as of Q2 2026.
  • M3 Advisory Group sold 54 Casey's General Stores shares in Q2 2026, an estimated $43.5K.
  • Casey's General Stores made up 0.13% of M3 Advisory Group's portfolio in Q2 2026, its #134 holding.
  • M3 Advisory Group first reported a position in Casey's General Stores in Q2 2025 and has held it in 5 quarters since.
  • M3 Advisory Group's Casey's General Stores position peaked at $299K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.