Monograph Wealth Advisors »

Costco Wholesale Corporation shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Costco Wholesale Corporation by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 267 886.73
2024-06-30 $227k 267 850.19
2023-12-31 $278k 411 675.18

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
DFA US Small Cap ETF Etf (DFAS)
DFA Intl Value ETF Etf (DFIV)
Vanguard Total Market Index ETF Etf (VTI)
Kimberly-Clark Corporation (KMB)

View all positions for Monograph Wealth Advisors

Top funds holding Costco Wholesale Corporation

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

View all funds holding Costco Wholesale Corporation