Costco Wholesale Corporation shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Costco Wholesale Corporation
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All positions including Costco Wholesale Corporation held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.0k | 925.50 |
| 2025-03-31 | $1.8M | 1.9k | 945.98 |
| 2024-12-31 | $1.7M | 1.8k | 916.40 |
| 2024-09-30 | $1.5M | 1.7k | 886.58 |
| 2024-06-30 | $1.4M | 1.7k | 849.97 |
| 2024-03-31 | $1.2M | 1.7k | 732.54 |
| 2023-12-31 | $1.1M | 1.7k | 659.94 |
| 2023-09-30 | $905k | 1.6k | 565.12 |
| 2023-06-30 | $860k | 1.6k | 538.47 |
| 2023-03-31 | $781k | 1.6k | 496.89 |
| 2022-12-31 | $752k | 1.6k | 456.86 |
| 2022-09-30 | $775k | 1.6k | 472.27 |
| 2022-06-30 | $748k | 1.6k | 478.87 |
| 2022-03-31 | $874k | 1.5k | 576.14 |
| 2021-12-31 | $845k | 1.5k | 567.88 |
| 2021-09-30 | $645k | 1.4k | 449.48 |
| 2021-06-30 | $610k | 1.4k | 430.18 |
| 2021-03-31 | $473k | 1.3k | 352.46 |
| 2020-12-31 | $534k | 1.4k | 376.85 |
| 2020-09-30 | $406k | 1.1k | 355.21 |
| 2020-06-30 | $295k | 974 | 302.87 |
| 2020-03-31 | $235k | 827 | 284.16 |
| 2019-12-31 | $261k | 888 | 293.92 |
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