Costco Wholesale Corporation shares owned by Montis Financial
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 251 | 923.92 |
| 2025-06-30 | $379k | 382 | 991.08 |
| 2025-03-31 | $362k | 382 | 946.83 |
| 2024-12-31 | $350k | 382 | 917.26 |
| 2024-09-30 | $340k | 383 | 887.45 |
| 2024-06-30 | $318k | 374 | 849.78 |
| 2024-03-31 | $285k | 389 | 732.98 |
| 2023-12-31 | $227k | 344 | 660.22 |
| 2023-09-30 | $227k | 401 | 564.86 |
| 2023-06-30 | $221k | 410 | 538.12 |
| 2022-03-31 | $205k | 356 | 575.84 |