Costco Wholesale Corporation shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 507 | 925.50 |
| 2025-06-30 | $515k | 520 | 989.70 |
| 2025-03-31 | $492k | 520 | 945.37 |
| 2024-12-31 | $477k | 520 | 916.81 |
| 2024-09-30 | $406k | 458 | 887.01 |
| 2024-06-30 | $390k | 459 | 850.36 |
| 2024-03-31 | $294k | 401 | 732.89 |
| 2023-12-31 | $269k | 408 | 660.22 |