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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's CASY Position: Q2 2026 in Review

Monument Capital Management reduced its Casey's General Stores (CASY) stake by 5% in Q2 2026, selling an estimated $306K and leaving 7,270 shares worth $5.78M. The position accounts for 1.16% of the portfolio, ranked #21.

Monument Capital Management first reported a position in CASY in Q4 2023 and has held it in 11 quarters since. 430 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

  • Monument Capital Management held 7,270 shares of Casey's General Stores worth $5.78M as of Q2 2026.
  • Monument Capital Management sold 380 Casey's General Stores shares in Q2 2026, an estimated $306K.
  • Casey's General Stores made up 1.16% of Monument Capital Management's portfolio in Q2 2026, its #21 holding.
  • Monument Capital Management first reported a position in Casey's General Stores in Q4 2023 and has held it in 11 quarters since.
  • 430 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.