Costco Wholesale Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 6.0k | 925.68 |
| 2025-06-30 | $5.6M | 5.7k | 989.97 |
| 2025-03-31 | $5.5M | 5.9k | 946.16 |
| 2024-12-31 | $5.8M | 6.4k | 916.35 |
| 2024-09-30 | $7.2M | 8.2k | 886.43 |
| 2024-06-30 | $6.8M | 8.0k | 850.05 |
| 2024-03-31 | $4.2M | 5.7k | 732.70 |
| 2023-12-31 | $4.7M | 7.2k | 660.04 |
| 2023-09-30 | $2.9M | 2.9k | 991.28 |
| 2023-06-30 | $2.0M | 3.7k | 538.46 |