Costco Wholesale Corporation shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Costco Wholesale Corporation
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All positions including Costco Wholesale Corporation held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $249k | 269 | 925.63 |
| 2025-06-30 | $301k | 304 | 989.94 |
| 2025-03-31 | $316k | 334 | 945.78 |
| 2024-12-31 | $301k | 328 | 916.27 |
| 2024-09-30 | $276k | 311 | 886.52 |
| 2024-06-30 | $264k | 311 | 849.99 |
| 2024-03-31 | $228k | 311 | 732.63 |
| 2023-12-31 | $222k | 336 | 660.08 |
| 2023-09-30 | $162k | 287 | 564.96 |
| 2023-06-30 | $124k | 230 | 538.38 |
| 2023-03-31 | $114k | 230 | 496.87 |
| 2022-12-31 | $105k | 230 | 456.50 |
| 2022-09-30 | $109k | 230 | 473.91 |
| 2022-06-30 | $110k | 230 | 478.26 |
| 2022-03-31 | $132k | 230 | 573.91 |
| 2021-12-31 | $131k | 230 | 569.57 |
| 2021-09-30 | $103k | 230 | 447.83 |
| 2021-06-30 | $91k | 230 | 395.65 |
| 2021-03-31 | $81k | 230 | 352.17 |
| 2020-12-31 | $87k | 230 | 378.26 |
| 2020-09-30 | $82k | 230 | 356.52 |
| 2020-06-30 | $70k | 230 | 304.35 |
| 2020-03-31 | $76k | 266 | 285.71 |
| 2019-12-31 | $68k | 230 | 295.65 |
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