Costco Wholesale Corporation shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 605 | 914.55 |
| 2025-06-30 | $591k | 597 | 990.36 |
| 2025-03-31 | $518k | 571 | 907.66 |
| 2024-12-31 | $408k | 445 | 917.09 |
| 2024-09-30 | $374k | 422 | 885.96 |
| 2024-06-30 | $345k | 406 | 850.37 |
| 2024-03-31 | $297k | 406 | 731.87 |
| 2023-12-31 | $402k | 609 | 660.10 |
| 2023-09-30 | $345k | 611 | 564.85 |
| 2023-06-30 | $340k | 628 | 540.97 |
| 2023-03-31 | $671k | 1.4k | 496.82 |
| 2022-12-31 | $609k | 1.3k | 456.45 |
| 2022-09-30 | $638k | 1.4k | 472.59 |
| 2022-06-30 | $652k | 1.4k | 479.41 |
| 2022-03-31 | $783k | 1.4k | 575.74 |
| 2021-12-31 | $799k | 1.4k | 567.47 |
| 2021-09-30 | $606k | 1.3k | 449.22 |
| 2021-06-30 | $534k | 1.3k | 395.85 |
| 2021-03-31 | $475k | 1.3k | 352.11 |
| 2020-12-31 | $508k | 1.3k | 376.58 |
| 2020-09-30 | $479k | 1.3k | 355.08 |
| 2020-06-30 | $408k | 1.3k | 303.35 |
| 2020-03-31 | $374k | 1.3k | 285.06 |
| 2019-12-31 | $385k | 1.3k | 293.89 |
| 2019-09-30 | $353k | 1.2k | 288.40 |
| 2019-06-30 | $323k | 1.2k | 264.32 |
| 2019-03-31 | $295k | 1.2k | 241.80 |
| 2018-12-31 | $248k | 1.2k | 203.78 |
| 2018-09-30 | $267k | 1.1k | 234.62 |
| 2018-03-31 | $213k | 1.1k | 188.00 |
| 2017-12-31 | $210k | 1.1k | 185.84 |