Delap Wealth Advisory »

Costco Wholesale Corporation shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Costco Wholesale Corporation by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 3.2k 660.09
2023-09-30 $445k 788 564.98
2023-06-30 $423k 786 538.38
2023-03-31 $584k 1.2k 496.87
2022-12-31 $280k 613 456.50

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

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