Costco Wholesale Corporation shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 477 | 926.29 |
| 2025-06-30 | $423k | 426 | 992.21 |
| 2025-03-31 | $364k | 384 | 946.90 |
| 2024-12-31 | $284k | 310 | 916.48 |
| 2024-09-30 | $248k | 280 | 887.20 |
| 2024-06-30 | $227k | 267 | 850.65 |
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