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Costco Wholesale Corporation shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $73k 100 728.97
2023-12-31 $63k 96 656.65
2023-09-30 $54k 96 562.02
2023-06-30 $51k 96 535.58

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
Bank of America Corporation
Norges Bank Investment Management
Bank of New York Mellon
Alliancebernstein
Jpmorgan Chase & Co
Royal Bank of Canada
Goldman Sachs Group
Legal & General Group
Jennison Associates
Citadel Advisors
Wells Fargo & Company
UBS Group
Fisher Investments
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation