Costco Wholesale Corporation shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 468 | 925.78 |
| 2025-06-30 | $467k | 472 | 990.07 |
| 2025-03-31 | $434k | 459 | 945.89 |
| 2024-12-31 | $504k | 550 | 916.86 |
| 2024-09-30 | $543k | 612 | 886.64 |
| 2024-06-30 | $520k | 612 | 850.29 |
| 2024-03-31 | $486k | 663 | 733.14 |
| 2023-12-31 | $517k | 783 | 659.98 |
| 2023-09-30 | $624k | 1.1k | 565.05 |
| 2023-06-30 | $595k | 1.1k | 538.46 |
| 2023-03-31 | $534k | 1.1k | 473.31 |
| 2022-12-31 | $301k | 660 | 456.61 |
| 2022-09-30 | $311k | 658 | 472.64 |
| 2022-06-30 | $315k | 658 | 478.72 |
| 2022-03-31 | $489k | 849 | 575.97 |
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