Costco Wholesale Corporation shares owned by Beacon Financial
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $815k | 880 | 926.13 |
| 2025-06-30 | $896k | 905 | 990.15 |
| 2025-03-31 | $774k | 818 | 945.67 |
| 2024-12-31 | $781k | 853 | 915.91 |
| 2024-09-30 | $761k | 858 | 886.94 |
| 2024-06-30 | $693k | 815 | 850.10 |
| 2024-03-31 | $560k | 764 | 732.43 |
| 2023-12-31 | $501k | 759 | 659.96 |
| 2023-09-30 | $303k | 552 | 548.91 |
| 2023-06-30 | $293k | 552 | 530.80 |
| 2023-03-31 | $257k | 520 | 494.23 |
| 2022-12-31 | $282k | 616 | 457.79 |
| 2022-09-30 | $281k | 586 | 479.52 |
| 2022-06-30 | $281k | 586 | 479.52 |
| 2022-03-31 | $370k | 633 | 584.52 |
| 2017-12-31 | $391k | 2.1k | 186.19 |