Costco Wholesale Corporation shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 12k | 930.75 |
| 2025-06-30 | $8.5M | 8.5k | 990.46 |
| 2025-03-31 | $7.5M | 7.9k | 949.80 |
| 2024-12-31 | $6.8M | 7.4k | 919.34 |
| 2024-09-30 | $4.0M | 4.5k | 889.00 |
| 2024-06-30 | $3.7M | 4.4k | 851.29 |
| 2024-03-31 | $3.1M | 4.3k | 732.63 |
| 2023-12-31 | $339k | 514 | 660.11 |