Coston, McIsaac & Partners »

T. Rowe Price Capital Apprecia shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of T. Rowe Price Capital Apprecia (PRWCX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in T. Rowe Price Capital Apprecia

Tip: Access up to 7 years of quarterly data

All positions including T. Rowe Price Capital Apprecia held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in T. Rowe Price Capital Apprecia by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 6.5k 38.22
2024-06-30 $234k 6.5k 36.21
2024-03-31 $230k 6.5k 35.59
2023-12-31 $219k 6.5k 33.89
2023-09-30 $202k 6.2k 32.56
2023-06-30 $205k 6.2k 33.04
2023-03-31 $196k 6.2k 31.59
2022-12-31 $184k 6.2k 29.66
2022-09-30 $174k 5.7k 30.70

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding T. Rowe Price Capital Apprecia

Encompass Wealth Advisors
Ferguson Wellman Capital Management
Coston, McIsaac & Partners
Fairfield Financial Advisors

View all funds holding T. Rowe Price Capital Apprecia