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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
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% +$1.33K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mokosak Advisory Group held its Casey's General Stores (CASY) position steady in Q2 2026 at 2,145 shares worth $1.7M. The position accounts for 0.37% of the portfolio, ranked #16.

Mokosak Advisory Group first reported a position in CASY in Q4 2022 and has held it in 15 quarters since. 1,082 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Mokosak Advisory Group held 2,145 shares of Casey's General Stores worth $1.7M as of Q2 2026.
  • Mokosak Advisory Group left its Casey's General Stores share count unchanged in Q2 2026.
  • Casey's General Stores made up 0.37% of Mokosak Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Mokosak Advisory Group first reported a position in Casey's General Stores in Q4 2022 and has held it in 15 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.