Costco Wholesale Corporation shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 2.3k | 925.75 |
| 2025-06-30 | $1.2M | 1.2k | 990.34 |
| 2025-03-31 | $1.4M | 1.5k | 946.09 |
| 2024-12-31 | $1.3M | 1.4k | 916.66 |
| 2024-09-30 | $336k | 379 | 886.27 |
| 2024-06-30 | $943k | 1.1k | 850.11 |
| 2024-03-31 | $783k | 1.1k | 732.90 |
| 2023-09-30 | $201k | 356 | 565.74 |
| 2022-12-31 | $242k | 531 | 456.08 |
| 2022-09-30 | $268k | 567 | 472.66 |
| 2021-12-31 | $836k | 1.5k | 567.55 |
| 2021-09-30 | $707k | 1.6k | 449.75 |
| 2021-06-30 | $640k | 1.6k | 395.79 |
| 2021-03-31 | $565k | 1.6k | 352.46 |
| 2020-12-31 | $612k | 1.6k | 376.62 |
| 2018-09-30 | $30k | 125 | 240.00 |
| 2018-06-30 | $26k | 125 | 208.00 |
| 2018-03-31 | $24k | 125 | 192.00 |
More positions owned by Mount Yale Investment Advisors
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