Costco Wholesale Corporation shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $572k | 624 | 915.86 |
| 2025-06-30 | $612k | 624 | 981.08 |
| 2025-03-31 | $410k | 420 | 976.92 |
| 2024-12-31 | $385k | 420 | 916.27 |
| 2024-09-30 | $372k | 420 | 886.52 |
| 2024-06-30 | $343k | 420 | 815.95 |
| 2024-03-31 | $336k | 460 | 731.31 |