Monument Capital Management
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Monument Capital Management’s Casey's General Stores CASY Stock Holding History

Monument Capital Management’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 		– Sell
-7,270
Closed -$5.78M – 258
2026
Q2 		$5.78M Sell
7,270
-380
-5% -$306K 1.16% 21
2026
Q1 		$5.57M Sell
7,650
-123
-2% -$80.1K 1.4% 14
2025
Q4 		$4.3M Sell
7,773
-182
-2% -$100K 1.07% 31
2025
Q3 		$4.5M Sell
7,955
-152
-2% -$79.5K 1.12% 27
2025
Q2 		$4.14M Buy
8,107
+238
+3% +$110K 1.08% 26
2025
Q1 		$3.42M Sell
7,869
-178
-2% -$73K 1.05% 31
2024
Q4 		$3.19M Sell
8,047
-73
-0.9% -$29.4K 0.88% 37
2024
Q3 		$3.05M Buy
8,120
+44
+0.5% +$16.5K 0.84% 39
2024
Q2 		$3.08M Buy
8,076
+255
+3% +$85.1K 0.91% 33
2024
Q1 		$2.49M Buy
7,821
+2,268
+41% +$663K 0.72% 54
2023
Q4 		$1.53M Buy
+5,553
New +$1.52M 0.49% 65

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 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

Monument Capital Management's CASY Position: Q3 2026 in Review

Monument Capital Management sold out of Casey's General Stores (CASY) in Q3 2026, closing a stake of 7,270 shares — an estimated $5.78M sold.

Monument Capital Management first reported a position in CASY in Q4 2023 and held it in 11 quarters. The position peaked at $5.78M in Q2 2026. 358 funds tracked by Wall St. Rank hold CASY as of Q3 2026.

  • Monument Capital Management reported no remaining Casey's General Stores position as of Q3 2026 after selling out during the quarter.
  • Monument Capital Management sold 7,270 Casey's General Stores shares in Q3 2026, an estimated $5.78M.
  • Monument Capital Management first reported a position in Casey's General Stores in Q4 2023 and held it in 11 quarters.
  • Monument Capital Management's Casey's General Stores position peaked at $5.78M in Q2 2026.
  • 358 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.