Costco Wholesale Corporation shares owned by Caldwell Investment Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Caldwell Investment Management
from 13F filings
Historical chart of Caldwell Investment Management investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Caldwell Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.5M | 1.5k | 988.85 |
| 2025-03-31 | $2.2M | 2.4k | 923.90 |
| 2024-12-31 | $2.2M | 2.4k | 921.02 |
| 2024-09-30 | $2.1M | 2.4k | 885.18 |
| 2024-06-30 | $2.0M | 2.4k | 848.72 |
| 2024-03-31 | $2.0M | 2.8k | 731.70 |
| 2023-12-31 | $1.9M | 2.8k | 661.54 |
| 2023-09-30 | $2.1M | 3.8k | 561.38 |
| 2023-06-30 | $2.0M | 3.8k | 531.71 |
| 2023-03-31 | $1.5M | 3.0k | 496.61 |
| 2022-09-30 | $791k | 1.7k | 479.39 |
More positions owned by Caldwell Investment Management
View all positions for Caldwell Investment Management