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Mokosak Advisory Group, LLC → CASY

Mokosak Advisory Group, LLC CASY Position History

Casey's General Stores, Inc. • Consumer Defensive

Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q1 2026$1.6M
Q2 2026$1.7M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M2.2K——
Q2 2026$1.7M2.1K——
Q1 2026$1.6M2.1K——
Q4 2025$1.2M2.1K——

Other funds holding CASY

Other Mokosak Advisory Group, LLC positions

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SCHWAB STRATEGIC TR

$90.3M
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$79.7M
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$76.6M
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