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Costco Wholesale Corporation shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 12k 886.52
2024-06-30 $9.5M 11k 850.02
2024-03-31 $6.6M 9.0k 732.61
2023-12-31 $5.7M 8.6k 660.08
2023-09-30 $4.9M 8.6k 564.95
2023-06-30 $4.9M 9.0k 538.36
2023-03-31 $4.1M 8.3k 496.89
2022-12-31 $3.4M 7.4k 456.47
2022-09-30 $3.0M 6.2k 472.30
2022-06-30 $2.8M 5.9k 479.29
2022-03-31 $2.3M 4.0k 575.83
2021-12-31 $2.2M 3.9k 567.72
2021-09-30 $1.5M 3.4k 449.32
2021-06-30 $1.3M 3.3k 395.70
2021-03-31 $1.3M 3.8k 352.52
2020-12-31 $1.5M 3.9k 376.76
2020-09-30 $712k 2.0k 354.94
2020-06-30 $615k 2.0k 303.25
2020-03-31 $500k 1.8k 285.06
2019-12-31 $510k 1.7k 293.95
2019-09-30 $501k 1.7k 288.10
2019-06-30 $421k 1.6k 264.78
2019-03-31 $385k 1.6k 242.14
2018-12-31 $356k 1.7k 203.66
2018-09-30 $485k 2.1k 234.75
2018-06-30 $394k 16k 24.33
2018-03-31 $284k 1.5k 188.70
2017-12-31 $280k 1.5k 186.05
2017-09-30 $247k 1.5k 164.12
2017-06-30 $240k 1.5k 160.00
2017-03-31 $252k 1.5k 168.00
2016-12-31 $240k 1.5k 160.00
2016-09-30 $240k 1.6k 152.38
2016-06-30 $236k 1.5k 157.33
2016-03-31 $331k 2.1k 157.62
2015-12-31 $339k 2.1k 161.43
2015-09-30 $108k 745 144.97

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
International Assets Investment Management
Bank of America Corporation
Susquehanna International
Bank of New York Mellon
Alliancebernstein
Royal Bank of Canada
Nuveen Asset Management
Jpmorgan Chase & Co
Jennison Associates
Wells Fargo & Company

View all funds holding Costco Wholesale Corporation