Costco Wholesale Corporation shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 1.8k | 925.39 |
| 2025-06-30 | $1.8M | 1.8k | 989.68 |
| 2025-03-31 | $1.6M | 1.7k | 945.51 |
| 2024-12-31 | $1.6M | 1.7k | 916.53 |
| 2024-09-30 | $1.6M | 1.8k | 886.39 |
| 2024-06-30 | $1.5M | 1.7k | 849.80 |
| 2024-03-31 | $1.3M | 1.7k | 732.58 |
| 2023-12-31 | $1.1M | 1.7k | 660.05 |
| 2023-09-30 | $868k | 1.5k | 564.88 |
| 2023-06-30 | $715k | 1.3k | 538.41 |
| 2023-03-31 | $605k | 1.2k | 497.25 |
| 2022-12-31 | $458k | 1.0k | 456.41 |
| 2022-09-30 | $492k | 1.0k | 471.72 |
| 2022-06-30 | $413k | 863 | 478.56 |
| 2022-03-31 | $586k | 1.0k | 575.64 |
| 2021-12-31 | $471k | 830 | 567.47 |
| 2021-09-30 | $341k | 759 | 449.28 |
| 2021-06-30 | $267k | 675 | 395.56 |
| 2021-03-31 | $258k | 732 | 352.46 |
| 2020-12-31 | $247k | 655 | 377.10 |
| 2020-09-30 | $234k | 660 | 354.55 |
| 2019-03-31 | $101k | 416 | 242.79 |
| 2018-12-31 | $75k | 368 | 203.80 |
| 2018-09-30 | $46k | 196 | 234.69 |
| 2018-06-30 | $41k | 189 | 216.93 |
| 2018-03-31 | $32k | 177 | 180.79 |
| 2017-12-31 | $26k | 145 | 179.31 |