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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
2023-09-30 $377k 666 565.31

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding Costco Wholesale Corporation

Vanguard Group
Bank of America Corporation
Susquehanna International
Norges Bank Investment Management
Bank of New York Mellon
Alliancebernstein
Jpmorgan Chase & Co
Royal Bank of Canada
Goldman Sachs Group
Legal & General Group
Citadel Advisors
Wells Fargo & Company
Jennison Associates
UBS Group
Fisher Investments

View all funds holding Costco Wholesale Corporation