Costco Wholesale Corporation shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 283 | 926.85 |
| 2025-06-30 | $281k | 283 | 991.14 |
| 2025-03-31 | $268k | 283 | 946.84 |
| 2024-12-31 | $244k | 266 | 916.93 |
| 2024-09-30 | $349k | 393 | 886.89 |
| 2024-06-30 | $334k | 393 | 850.29 |
| 2024-03-31 | $288k | 393 | 732.83 |
| 2023-12-31 | $260k | 393 | 660.21 |
| 2023-09-30 | $251k | 445 | 565.01 |
| 2022-06-30 | $48k | 100 | 479.28 |
| 2022-03-31 | $148k | 257 | 575.57 |
| 2021-12-31 | $146k | 257 | 568.09 |
| 2021-09-30 | $71k | 157 | 452.23 |
| 2021-06-30 | $62k | 157 | 394.90 |
| 2021-03-31 | $55k | 157 | 350.32 |
| 2020-12-31 | $59k | 157 | 375.80 |
| 2020-09-30 | $65k | 183 | 355.19 |
| 2020-06-30 | $55k | 183 | 300.55 |
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