Costco Wholesale Corporation shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Morris Retirement Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 317 | 926.66 |
| 2025-06-30 | $309k | 312 | 990.38 |
| 2025-03-31 | $289k | 305 | 946.01 |
| 2024-12-31 | $401k | 438 | 916.30 |
| 2024-09-30 | $270k | 305 | 886.38 |
| 2024-06-30 | $349k | 411 | 849.78 |
| 2024-03-31 | $372k | 508 | 732.35 |
| 2023-09-30 | $456k | 806 | 565.21 |
| 2023-06-30 | $386k | 716 | 538.65 |
| 2023-03-31 | $425k | 855 | 496.90 |
| 2022-12-31 | $448k | 981 | 456.41 |
| 2022-09-30 | $482k | 1.0k | 466.15 |
| 2022-06-30 | $459k | 957 | 479.62 |
| 2022-03-31 | $632k | 1.1k | 575.59 |
| 2021-12-31 | $753k | 1.3k | 567.87 |
| 2021-09-30 | $557k | 1.2k | 449.56 |
| 2021-06-30 | $462k | 1.2k | 395.55 |
| 2021-03-31 | $398k | 1.1k | 352.52 |
| 2020-12-31 | $274k | 728 | 376.37 |
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