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Costco Wholesale Corporation shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by 49 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $251k 252 994.67
2024-12-31 $747k 815 916.65
2024-09-30 $853k 962 886.77
2024-06-30 $596k 705 845.92
2024-03-31 $505k 700 721.44
2023-12-31 $432k 654 660.08

More positions owned by 49 Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Polen Dividend Income Etf Polen Dividend I (DIVZ)
Polen International Dividend Income Etf Polen Intl Div (IDVZ)
State Street Spdr Portfolio S&p 500 Etf State Street Spd (SPYM)
Rbb Fd Tr Pathfinder Disciplined Us Equity Etf Pathfinder Disc (PFDE)
Pathfinder Focused Opportunities Etf Pathfinder Fo (PFOE)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Vanguard Intermediate-term Bond Index Fund Etf Shares Intermed Term (BIV)
State Street Spdr Portfolio High Yield Bond Etf State Street Spd (SPHY)
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Vanguard Short-term Treasury Index Fund Etf Shares Short Term Treas (VGSH)
Vanguard Short Term Cor Bd Etf Shrt Trm Corp Bd (VCSH)
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)

View all positions for 49 Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Diamant Asset Management
FMR
Susquehanna International
Northern Trust
Invesco
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Costco Wholesale Corporation