MOKAN Wealth Management Inc. ABG β€” ASBURY AUTOMOTIVE GROUP INC

Ownership history in MOKAN Wealth Management Inc.  Β·  3 quarters on record

AI Ownership Summary

MOKAN Wealth Management Inc. reported ASBURY AUTOMOTIVE GROUP INC (ABG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows ABG at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ABG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOKAN Wealth Management Inc.'s position in ASBURY AUTOMOTIVE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ABG was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOKAN Wealth Management Inc. held ABG β€” position size vs. price
% of Fund (quarterly)    ABG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,843 +1,640 +136.3% 0.25% $554K 2026-05-01 $203.01
2025 Q4 ADDED β€” β€” β€” 1,203 +348 +40.7% 0.12% $279K 2026-01-26 $238.54
2025 Q3 INITIATED β€” β€” β€” 855 β€” β€” 0.10% $208K 2025-10-30 $238.22

FAQ About MOKAN Wealth Management Inc. and ABG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOKAN Wealth Management Inc. reported owning ABG?

MOKAN Wealth Management Inc. reported ABG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ABG position in MOKAN Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for ABG was 0.25% in 2026 Q1.

What is the latest reported ABG position on this page?

The most recent filing on this page is 2026 Q1, when MOKAN Wealth Management Inc. reported 2,843 shares, equal to 0.25% of portfolio, with an estimated market value of $554K.

What does the chart on this ABG ownership page compare?

The chart compares MOKAN Wealth Management Inc.'s quarterly ABG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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