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Costco Wholesale Corporation shares owned by M Wealth Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by M Wealth Management from 13F filings

Historical chart of M Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by M Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by M Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 214 994.24
2025-06-30 $211k 214 987.77
2025-03-31 $202k 214 943.71

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
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Wisdomtree Tr Floatng Rat Trea (USFR)
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Dimensional Etf Trust Us Small Cap Etf (DFAS)
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American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for M Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Diamant Asset Management
FMR
Susquehanna International
Northern Trust
Invesco
Royal Bank of Canada
Goldman Sachs Group

View all funds holding Costco Wholesale Corporation