Costco Wholesale Corporation shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Costco Wholesale Corporation
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All positions including Costco Wholesale Corporation held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 4.1k | 925.54 |
| 2025-06-30 | $3.8M | 3.8k | 989.91 |
| 2025-03-31 | $3.6M | 3.8k | 945.88 |
| 2024-12-31 | $3.7M | 4.0k | 916.27 |
| 2024-09-30 | $3.5M | 4.0k | 886.42 |
| 2024-06-30 | $3.1M | 3.7k | 850.03 |
| 2024-03-31 | $2.8M | 3.8k | 732.58 |
| 2023-09-30 | $2.2M | 3.8k | 564.94 |
| 2023-06-30 | $2.1M | 3.9k | 538.43 |
| 2023-03-31 | $2.0M | 4.0k | 496.85 |
| 2022-12-31 | $1.8M | 4.0k | 456.54 |
| 2022-09-30 | $1.9M | 4.0k | 472.29 |
| 2022-06-30 | $1.8M | 3.7k | 479.31 |
| 2022-03-31 | $2.2M | 3.7k | 575.90 |
| 2021-12-31 | $2.1M | 3.7k | 567.72 |
| 2021-09-30 | $1.7M | 3.7k | 449.34 |
| 2021-06-30 | $1.5M | 3.7k | 395.59 |
| 2021-03-31 | $1.3M | 3.7k | 352.40 |
| 2020-12-31 | $1.3M | 3.4k | 376.90 |
| 2020-09-30 | $1.3M | 3.7k | 354.95 |
| 2020-06-30 | $1.1M | 3.7k | 303.31 |
| 2020-03-31 | $957k | 3.4k | 284.99 |
| 2019-12-31 | $942k | 3.2k | 294.01 |
| 2019-09-30 | $923k | 3.2k | 288.08 |
| 2019-06-30 | $842k | 3.2k | 264.12 |
| 2019-03-31 | $772k | 3.2k | 242.16 |
| 2018-12-31 | $649k | 3.2k | 203.64 |
| 2018-09-30 | $748k | 3.2k | 234.78 |
| 2018-06-30 | $713k | 3.4k | 209.03 |
| 2018-03-31 | $643k | 3.4k | 188.56 |
| 2017-12-31 | $761k | 4.1k | 186.15 |
| 2017-09-30 | $671k | 4.1k | 164.18 |
| 2017-06-30 | $655k | 4.1k | 159.99 |
| 2017-03-31 | $685k | 4.1k | 167.65 |
| 2016-12-31 | $654k | 4.1k | 160.10 |
| 2016-09-30 | $708k | 4.6k | 152.42 |
| 2016-06-30 | $751k | 4.8k | 156.98 |
| 2016-03-31 | $754k | 4.8k | 157.54 |
| 2015-12-31 | $773k | 4.8k | 161.58 |
| 2015-09-30 | $698k | 4.8k | 144.51 |
| 2015-06-30 | $646k | 4.8k | 135.03 |
| 2015-03-31 | $713k | 4.7k | 151.48 |
| 2014-12-31 | $596k | 4.2k | 141.74 |
| 2014-09-30 | $477k | 3.1k | 154.72 |
| 2014-03-31 | $320k | 2.7k | 118.87 |
| 2013-12-31 | $320k | 2.7k | 118.87 |
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