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Boltwood Capital Management: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on COST, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 1,748 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,748 shares
    Change vs previous 13F -13 shares

    0.36% of the 13F portfolio, value $1,591,274.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,761 shares
    Change vs previous 13F +42 shares

    0.38% of the 13F portfolio, value $1,647,363.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,719 shares
    Change vs previous 13F +108 shares

    0.44% of the 13F portfolio, value $1,712,863.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,611 shares
    Change vs previous 13F +53 shares

    0.36% of the 13F portfolio, value $1,389,230.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,558 shares
    Change vs previous 13F +40 shares

    0.38% of the 13F portfolio, value $1,442,132.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,518 shares
    Change vs previous 13F +54 shares

    0.43% of the 13F portfolio, value $1,502,729.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,464 shares
    Change vs previous 13F +204 shares

    0.42% of the 13F portfolio, value $1,384,622.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,260 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,154,500.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).