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Costco Wholesale Corporation shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $890k 952 935.34
2021-12-31 $329k 580 567.24

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

Top funds holding Costco Wholesale Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Diamant Asset Management
FMR
Northern Trust
Susquehanna International
Invesco
Royal Bank of Canada
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation