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Costco Wholesale Corporation shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 245 886.52
2024-06-30 $208k 245 849.99

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group 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