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Costco Wholesale Corporation shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $569k 614 926.12
2025-06-30 $655k 662 990.08
2025-03-31 $568k 601 945.65
2024-12-31 $547k 597 915.66
2024-09-30 $506k 571 886.18
2024-06-30 $519k 611 849.85

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Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Invesco
Goldman Sachs Group
Royal Bank of Canada
Capital World Investors
Citadel Advisors
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Costco Wholesale Corporation