Costco Wholesale Corporation shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.9M | 11k | 660.09 |
| 2023-09-30 | $4.3M | 7.5k | 564.95 |
| 2023-06-30 | $4.3M | 8.0k | 538.36 |
| 2023-03-31 | $4.0M | 8.1k | 496.84 |
| 2022-12-31 | $3.7M | 8.0k | 456.53 |
| 2022-09-30 | $3.9M | 8.2k | 472.30 |
| 2022-06-30 | $4.1M | 8.5k | 479.26 |
| 2022-03-31 | $5.0M | 8.7k | 575.84 |
| 2021-12-31 | $5.3M | 9.3k | 567.73 |
| 2021-09-30 | $4.3M | 9.5k | 449.37 |
| 2021-06-30 | $3.8M | 9.6k | 395.67 |
| 2021-03-31 | $3.3M | 9.4k | 352.49 |
| 2020-12-31 | $4.3M | 11k | 376.80 |
| 2020-09-30 | $4.0M | 11k | 357.77 |
| 2020-06-30 | $3.4M | 11k | 304.54 |
| 2020-03-31 | $3.3M | 12k | 285.16 |
| 2019-12-31 | $3.5M | 12k | 293.90 |
| 2019-09-30 | $3.2M | 11k | 289.40 |
| 2019-06-30 | $3.1M | 12k | 264.29 |
| 2019-03-31 | $2.4M | 10k | 239.73 |
| 2018-12-31 | $2.2M | 11k | 203.68 |
| 2018-09-30 | $2.5M | 11k | 229.78 |
| 2018-06-30 | $2.3M | 11k | 210.55 |
| 2018-03-31 | $1.9M | 10k | 188.42 |
| 2017-12-31 | $1.9M | 10k | 186.16 |
| 2017-09-30 | $1.6M | 10k | 164.26 |
| 2017-06-30 | $302k | 1.9k | 159.96 |
| 2017-03-31 | $1.6M | 9.6k | 167.90 |
| 2016-12-31 | $1.5M | 9.6k | 160.15 |