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Costco Wholesale Corporation shares owned by PRW Wealth Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by PRW Wealth Management from 13F filings

Historical chart of PRW Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $276k 498 554.88
2023-06-30 $270k 488 552.96
2019-03-31 $26k 105 247.62
2018-12-31 $36k 174 206.90

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
International Assets Investment Management
Bank of America Corporation
Susquehanna International
Northern Trust
Bank of New York Mellon
Alliancebernstein
Royal Bank of Canada
Capital World Investors
Invesco

View all funds holding Costco Wholesale Corporation