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Costco Wholesale Corporation shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $636k 737 862.75
2025-09-30 $452k 489 924.99
2025-06-30 $526k 531 990.02

More positions owned by Capstone Wealth Management Group

Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Capstone Wealth Management Group

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Susquehanna International
CI Private Wealth
Norges Bank Investment Management
Northern Trust
Invesco
Capital World Investors
Royal Bank of Canada
Citadel Advisors
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation