Costco Wholesale Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 15k | 925.63 |
| 2021-12-31 | $5.9M | 11k | 567.70 |
| 2021-09-30 | $4.5M | 10k | 449.35 |
| 2021-06-30 | $3.6M | 9.2k | 395.67 |
| 2021-03-31 | $3.0M | 8.5k | 352.48 |
| 2020-12-31 | $2.9M | 7.6k | 376.78 |
| 2020-09-30 | $2.6M | 7.4k | 355.00 |
| 2020-06-30 | $2.3M | 7.4k | 303.21 |
| 2020-03-31 | $2.0M | 6.9k | 285.13 |
| 2019-12-31 | $1.9M | 6.4k | 293.92 |