Costco Wholesale Corporation shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 639 | 925.63 |
| 2025-06-30 | $548k | 554 | 989.94 |
| 2025-03-31 | $548k | 579 | 945.88 |
| 2024-12-31 | $511k | 558 | 916.32 |
| 2024-09-30 | $495k | 558 | 886.52 |
| 2024-06-30 | $411k | 483 | 850.93 |
| 2024-03-31 | $354k | 483 | 732.92 |
| 2023-12-31 | $300k | 455 | 659.34 |
| 2023-09-30 | $242k | 429 | 564.10 |
| 2023-06-30 | $231k | 429 | 538.46 |
| 2023-03-31 | $226k | 455 | 496.70 |
| 2022-09-30 | $215k | 455 | 472.53 |
| 2022-06-30 | $206k | 429 | 480.19 |
| 2022-03-31 | $248k | 430 | 576.74 |