Mokosak Advisory Group
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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
Q3 		$1.32M Buy
2,163
+18
+0.8% +$13.9K 0.29% 17
2026
Q2 		$1.7M Hold
2,145
– – 0.37% 16
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% +$1.34K 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

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 30.39% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Dillon & Associates
Dillon & Associates Jackson, Michigan $849M AUM 19.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Mokosak Advisory Group's CASY Position: Q3 2026 in Review

Mokosak Advisory Group increased its Casey's General Stores (CASY) stake by 0.84% in Q3 2026, buying an estimated $13.9K and bringing the position to 2,163 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #17.

Mokosak Advisory Group first reported a position in CASY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q2 2026. 229 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Mokosak Advisory Group held 2,163 shares of Casey's General Stores worth $1.32M as of Q3 2026.
  • Mokosak Advisory Group bought 18 Casey's General Stores shares in Q3 2026, an estimated $13.9K.
  • Casey's General Stores made up 0.29% of Mokosak Advisory Group's portfolio in Q3 2026, its #17 holding.
  • Mokosak Advisory Group first reported a position in Casey's General Stores in Q4 2022 and has held it in 16 quarters since.
  • Mokosak Advisory Group's Casey's General Stores position peaked at $1.7M in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.