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Costco Wholesale Corporation shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 234 937.10
2020-12-31 $316k 839 376.64
2020-09-30 $275k 776 354.38

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard World Mega Cap Val Etf (MGV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)

View all positions for Bernardo Wealth Planning

Top funds holding Costco Wholesale Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Susquehanna International
Norges Bank Investment Management
FMR
Northern Trust
Royal Bank of Canada
Jpmorgan Chase & Co
Citadel Advisors

View all funds holding Costco Wholesale Corporation