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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

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

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Quarterly reported holdings in Costco Wholesale Corporation by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
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

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr S&p Mc 400gr Etf (IJK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Pensionmark Financial Group

Top funds holding Costco Wholesale Corporation

Vanguard Group
Bank of America Corporation
Norges Bank Investment Management
Bank of New York Mellon
Alliancebernstein
Jpmorgan Chase & Co
Royal Bank of Canada
Goldman Sachs Group
Legal & General Group
Jennison Associates
Citadel Advisors
Wells Fargo & Company
UBS Group
Fisher Investments
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation