Costco Wholesale Corporation shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.4k | 925.32 |
| 2025-06-30 | $1.4M | 1.5k | 989.61 |
| 2025-03-31 | $1.4M | 1.5k | 945.46 |
| 2024-12-31 | $1.4M | 1.5k | 915.97 |
| 2024-09-30 | $1.3M | 1.4k | 886.52 |
| 2024-06-30 | $1.2M | 1.4k | 849.99 |
| 2024-03-31 | $1.1M | 1.4k | 732.63 |
| 2023-12-31 | $970k | 1.5k | 660.08 |
| 2023-09-30 | $731k | 1.3k | 564.96 |
| 2023-06-30 | $683k | 1.3k | 538.38 |
| 2023-03-31 | $679k | 1.4k | 496.87 |
| 2022-12-31 | $611k | 1.3k | 456.50 |
| 2022-09-30 | $492k | 1.0k | 472.17 |
| 2022-06-30 | $499k | 1.0k | 478.89 |
| 2022-03-31 | $600k | 1.0k | 575.82 |
| 2021-12-31 | $348k | 614 | 566.78 |
More positions owned by Heritage Financial Services
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