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Costco Wholesale Corporation shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 227 996.45

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Intergy Private Wealth

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Diamant Asset Management
FMR
Susquehanna International
CI Private Wealth
Norges Bank Investment Management
Northern Trust
Invesco
Capital World Investors
Citadel Advisors
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation