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Costco Wholesale Corporation shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $86k 100 854.50
2025-09-30 $40k 43 930.00
2025-06-30 $42k 43 980.98

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Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation