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Costco Wholesale Corporation shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 349 887.23
2024-06-30 $303k 357 849.78
2024-03-31 $255k 349 731.61
2023-12-31 $230k 348 660.34
2023-09-30 $205k 364 564.42
2023-06-30 $252k 469 537.98

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Montz Harcus Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
International Assets Investment Management
Bank of America Corporation
Susquehanna International
Northern Trust
Bank of New York Mellon
Alliancebernstein
Royal Bank of Canada
Capital World Investors
Invesco

View all funds holding Costco Wholesale Corporation