Costco Wholesale Corporation shares owned by Beta Wealth
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 813 | 925.90 |
| 2025-06-30 | $884k | 893 | 989.50 |
| 2025-03-31 | $820k | 867 | 946.23 |
| 2024-12-31 | $801k | 874 | 916.52 |
| 2024-09-30 | $775k | 874 | 886.57 |
| 2024-06-30 | $750k | 882 | 849.82 |
| 2024-03-31 | $653k | 891 | 732.28 |
| 2023-12-31 | $604k | 915 | 660.41 |
| 2023-09-30 | $517k | 915 | 565.03 |
| 2023-06-30 | $493k | 915 | 538.24 |
| 2023-03-31 | $454k | 914 | 497.06 |
| 2022-12-31 | $377k | 826 | 456.53 |
| 2022-09-30 | $390k | 826 | 472.16 |
| 2022-06-30 | $396k | 825 | 480.00 |
| 2022-03-31 | $475k | 825 | 575.76 |
| 2021-12-31 | $416k | 927 | 448.76 |
| 2021-09-30 | $416k | 927 | 448.76 |
| 2021-06-30 | $384k | 970 | 395.88 |
| 2021-03-31 | $329k | 934 | 352.25 |