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Costco Wholesale Corporation shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $592k 668 886.71
2024-06-30 $568k 668 850.18
2024-03-31 $490k 668 732.79
2023-09-30 $377k 666 565.31

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Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Bank of America Corporation
Susquehanna International
Northern Trust
Bank of New York Mellon
Alliancebernstein
Royal Bank of Canada
Capital World Investors
Invesco
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Costco Wholesale Corporation