Capstone Wealth Management Group, Inc.’s Costco COST Stock Holding History

Capstone Wealth Management Group, Inc.’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Buy	+418	New	+$416K	0.24%	84

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s COST Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Costco (COST) in Q2 2026: 418 shares worth $391K. The stake represents 0.24% of the portfolio and ranks #84 among its holdings.

1,747 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Capstone Wealth Management Group, Inc. held 418 shares of Costco worth $391K as of Q2 2026.
Costco was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Costco made up 0.24% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #84 holding.
1,747 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.