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Costco Wholesale Corporation shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Costco Wholesale Corporation by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 163k 22.33
2025-09-30 $3.2M 162k 19.61
2025-06-30 $3.5M 153k 22.91
2025-03-31 $3.4M 146k 23.12
2024-12-31 $3.1M 3.4k 916.22