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Costco Wholesale Corporation shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $338k 500 675.08
2023-09-30 $296k 500 591.82
2023-03-31 $266k 538 494.42
2022-12-31 $228k 500 456.50
2022-09-30 $710k 16k 43.87
2022-06-30 $240k 500 479.28

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Top funds holding Costco Wholesale Corporation

Vanguard Group
Bank of America Corporation
Norges Bank Investment Management
Bank of New York Mellon
Alliancebernstein
Jpmorgan Chase & Co
Royal Bank of Canada
Goldman Sachs Group
Legal & General Group
Jennison Associates
Citadel Advisors
Wells Fargo & Company
UBS Group
Fisher Investments
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation