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Costco Wholesale Corporation shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 238 925.64
2025-06-30 $226k 228 989.95
2025-03-31 $232k 245 945.78
2024-12-31 $228k 249 916.27
2024-09-30 $219k 251 874.18

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Legacy Financial Group

Top funds holding Costco Wholesale Corporation

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

View all funds holding Costco Wholesale Corporation