Costco Wholesale Corporation shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 19k | 925.66 |
| 2025-06-30 | $17M | 17k | 989.96 |
| 2025-03-31 | $20M | 21k | 945.79 |
| 2024-12-31 | $13M | 14k | 916.26 |
| 2024-09-30 | $11M | 12k | 886.52 |
| 2024-06-30 | $8.9M | 11k | 850.02 |
| 2024-03-31 | $5.4M | 2.6k | 2061.86 |
| 2023-12-31 | $5.2M | 7.8k | 661.02 |
| 2023-09-30 | $211k | 374 | 565.09 |
| 2022-03-31 | $202k | 350 | 577.14 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group