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Costco Wholesale Corporation shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 288 924.03
2025-06-30 $277k 279 991.67
2025-03-31 $236k 249 947.58
2024-12-31 $208k 227 918.17
2018-03-31 $48k 256 187.50
2017-12-31 $48k 256 187.50

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
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NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
JPMorgan Chase & Co. (JPM)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Invesco
Goldman Sachs Group
Royal Bank of Canada
Capital World Investors
Citadel Advisors
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Costco Wholesale Corporation