Capstone Wealth Management Group, LLC

SEC CIK: 0001923052
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

COST holding history

Costco Wholesale Corp in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overview All 13F holders of COST Full Q2 2026 holdings

Shares (Q2 2026): 831
Value: $777.8K
% of portfolio: 0.3%
Quarters held: 5; Since Q2 2025

Holdings of COST by Capstone Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	831	$777.8K	0.3%	+58+7.5%	Added	Holders
Q1 2026	773	$770.5K	0.3%	+36+4.9%	Added	Holders
Q4 2025	737	$635.8K	0.3%	+248+50.7%	Added	Holders
Q3 2025	489	$452.3K	0.2%	−42−7.9%	Reduced	Holders
Q2 2025	531	$525.7K	0.5%	+531	New	Holders