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

Mokosak Advisory Group’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
Q1 		$1.56M Buy
2,145
+1
+0% +$651 0.39% 16
2025
Q4 		$1.18M Buy
2,144
+4
+0.2% +$2.2K 0.3% 16
2025
Q3 		$1.21M Buy
2,140
+1
+0% +$523 0.32% 16
2025
Q2 		$1.09M Buy
2,139
+10
+0.5% +$4.61K 0.31% 16
2025
Q1 		$924K Buy
2,129
+859
+68% +$352K 0.29% 16
2024
Q4 		$503K Buy
1,270
+64
+5% +$25.8K 0.15% 18
2024
Q3 		$454K Hold
1,206
– – 0.14% 20
2024
Q2 		$460K Buy
1,206
+4
+0.3% +$1.33K 0.15% 18
2024
Q1 		$383K Hold
1,202
– – 0.13% 19
2023
Q4 		$330K Sell
1,202
-53
-4% -$14.5K 0.12% 21
2023
Q3 		$341K Buy
1,255
+13
+1% +$3.29K 0.14% 20
2023
Q2 		$303K Buy
1,242
+45
+4% +$10.2K 0.12% 21
2023
Q1 		$259K Buy
1,197
+4
+0.3% +$875 0.11% 21
2022
Q4 		$268K Buy
+1,193
New +$272K 0.12% 21

Other funds holding CASY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mokosak Advisory Group's CASY Position: Q1 2026 in Review

Mokosak Advisory Group increased its Casey's General Stores (CASY) stake by 0.05% in Q1 2026, buying an estimated $651 and bringing the position to 2,145 shares worth $1.56M. The position accounts for 0.39% of the portfolio, ranked #16.

Mokosak Advisory Group first reported a position in CASY in Q4 2022 and has held it in 14 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Mokosak Advisory Group held 2,145 shares of Casey's General Stores worth $1.56M as of Q1 2026.
  • Mokosak Advisory Group bought 1 Casey's General Stores share in Q1 2026, an estimated $651.
  • Casey's General Stores made up 0.39% of Mokosak Advisory Group's portfolio in Q1 2026, its #16 holding.
  • Mokosak Advisory Group first reported a position in Casey's General Stores in Q4 2022 and has held it in 14 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.