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Costco Wholesale Corporation shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $456k 529 862.53
2025-09-30 $557k 602 926.00
2025-03-31 $747k 790 945.36
2024-12-31 $1.1M 1.3k 915.95
2024-09-30 $211k 238 888.16
2024-06-30 $975k 1.1k 850.22