Costco Wholesale Corporation shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 29k | 925.63 |
| 2025-06-30 | $28M | 28k | 989.94 |
| 2025-03-31 | $26M | 28k | 945.79 |
| 2024-12-31 | $25M | 27k | 916.28 |
| 2024-09-30 | $24M | 27k | 886.53 |
| 2024-06-30 | $23M | 27k | 850.00 |
| 2024-03-31 | $20M | 27k | 732.63 |
| 2023-12-31 | $18M | 27k | 660.08 |
| 2023-09-30 | $15M | 26k | 564.96 |
| 2023-06-30 | $14M | 27k | 538.38 |
| 2023-03-31 | $13M | 26k | 496.87 |
| 2022-12-31 | $12M | 27k | 456.50 |
| 2022-09-30 | $12M | 26k | 472.27 |
| 2022-06-30 | $12M | 26k | 479.26 |
| 2022-03-31 | $15M | 26k | 575.85 |
| 2021-12-31 | $17M | 30k | 567.70 |
| 2021-09-30 | $13M | 29k | 449.37 |
| 2021-06-30 | $12M | 30k | 395.67 |
| 2021-03-31 | $10M | 29k | 352.49 |
| 2020-12-31 | $10M | 26k | 376.78 |
| 2020-09-30 | $8.9M | 25k | 354.99 |
| 2020-06-30 | $7.5M | 25k | 303.20 |
| 2020-03-31 | $6.7M | 23k | 285.11 |
| 2019-12-31 | $6.6M | 22k | 293.93 |
| 2019-09-30 | $6.4M | 22k | 288.11 |
| 2019-06-30 | $5.8M | 22k | 264.25 |
| 2019-03-31 | $5.2M | 21k | 242.12 |
| 2018-12-31 | $4.1M | 20k | 203.73 |
| 2018-09-30 | $4.8M | 21k | 234.90 |
| 2018-06-30 | $4.4M | 21k | 208.97 |
| 2018-03-31 | $4.0M | 21k | 188.43 |
| 2017-12-31 | $3.7M | 20k | 186.10 |
| 2017-09-30 | $3.3M | 20k | 164.28 |
| 2017-06-30 | $3.0M | 19k | 159.93 |
| 2017-03-31 | $2.8M | 16k | 167.67 |
| 2016-12-31 | $2.7M | 17k | 160.11 |