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Costco Wholesale Corporation shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.2k 925.78
2025-06-30 $1.1M 1.2k 990.04
2025-03-31 $271k 286 945.78
2024-12-31 $237k 259 916.27
2024-09-30 $203k 229 886.52

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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