Costco Wholesale Corporation shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 2.6k | 925.64 |
| 2025-06-30 | $2.6M | 2.6k | 989.91 |
| 2025-03-31 | $2.5M | 2.6k | 945.72 |
| 2024-12-31 | $2.4M | 2.6k | 916.18 |
| 2024-09-30 | $2.8M | 3.1k | 886.42 |
| 2024-06-30 | $1.4M | 1.7k | 849.75 |
| 2024-03-31 | $1.2M | 1.7k | 732.81 |
| 2023-12-31 | $1.1M | 1.7k | 660.20 |
| 2023-09-30 | $969k | 1.7k | 565.02 |
| 2023-06-30 | $909k | 1.7k | 538.39 |
| 2023-03-31 | $842k | 1.7k | 496.85 |
| 2022-12-31 | $790k | 1.7k | 456.45 |
| 2022-09-30 | $841k | 1.8k | 471.94 |
| 2022-06-30 | $851k | 1.8k | 479.17 |
| 2022-03-31 | $952k | 1.7k | 575.92 |
| 2021-12-31 | $910k | 1.6k | 568.04 |
| 2021-09-30 | $720k | 1.6k | 449.44 |
| 2021-06-30 | $124k | 313 | 396.17 |
| 2021-03-31 | $110k | 313 | 351.44 |
| 2020-12-31 | $140k | 372 | 376.34 |
| 2020-09-30 | $129k | 362 | 356.35 |
| 2020-06-30 | $110k | 362 | 303.87 |
| 2020-03-31 | $103k | 362 | 284.53 |
| 2019-12-31 | $235k | 801 | 293.38 |
| 2019-09-30 | $231k | 801 | 288.39 |
| 2019-06-30 | $209k | 792 | 263.89 |
| 2019-03-31 | $192k | 792 | 242.42 |
| 2018-12-31 | $161k | 792 | 203.28 |
| 2018-09-30 | $186k | 792 | 234.85 |
| 2018-06-30 | $166k | 792 | 209.60 |
| 2018-03-31 | $149k | 792 | 188.13 |
| 2017-12-31 | $147k | 792 | 185.61 |
| 2017-09-30 | $120k | 730 | 164.38 |
| 2017-06-30 | $117k | 730 | 160.27 |
| 2017-03-31 | $293k | 1.8k | 160.11 |
| 2016-12-31 | $293k | 1.8k | 160.11 |
| 2016-09-30 | $431k | 2.8k | 152.35 |
| 2016-06-30 | $287k | 1.8k | 156.83 |
| 2016-03-31 | $289k | 1.8k | 157.32 |
| 2015-12-31 | $295k | 1.8k | 161.20 |
| 2015-09-30 | $250k | 1.7k | 144.51 |
| 2015-06-30 | $14k | 107 | 130.84 |
| 2015-03-31 | $26k | 170 | 152.94 |
| 2014-12-31 | $32k | 229 | 139.74 |
| 2014-09-30 | $28k | 222 | 126.13 |
| 2014-06-30 | $43k | 372 | 115.59 |