Costco Wholesale Corporation shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $848k | 916 | 925.41 |
| 2025-06-30 | $965k | 975 | 989.51 |
| 2025-03-31 | $761k | 804 | 946.23 |
| 2024-12-31 | $669k | 730 | 916.53 |
| 2024-09-30 | $637k | 719 | 886.54 |
| 2024-06-30 | $587k | 691 | 849.77 |
| 2024-03-31 | $266k | 363 | 731.83 |
| 2023-12-31 | $250k | 378 | 660.77 |
| 2022-03-31 | $203k | 352 | 576.70 |
| 2021-12-31 | $203k | 357 | 568.63 |