Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

ROST holding history

Ross Stores, Inc. in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ROST overview All 13F holders of ROST Full Q1 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 5; Since Q1 2021

Holdings of ROST by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−25,552−100.0%	Sold out	Holders
Q1 2022	25,552	$2.31M	0.5%	−2,908−10.2%	Reduced	Holders
Q4 2021	28,460	$3.25M	0.6%	−741−2.5%	Reduced	Holders
Q3 2021	29,201	$3.18M	0.7%	+926+3.3%	Added	Holders
Q2 2021	28,275	$3.51M	0.7%	−258−0.9%	Reduced	Holders
Q1 2021	28,533	$3.42M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.