Costco Wholesale Corporation shares owned by Root Financial Partners
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Costco Wholesale Corporation
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All positions including Costco Wholesale Corporation held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Costco Wholesale Corporation by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 2.2k | 925.53 |
| 2025-06-30 | $1.7M | 1.7k | 989.95 |
| 2025-03-31 | $1.6M | 1.7k | 947.23 |
| 2024-12-31 | $1.4M | 1.5k | 916.29 |
| 2024-09-30 | $901k | 1.0k | 886.51 |
| 2024-06-30 | $689k | 810 | 850.42 |
| 2024-03-31 | $389k | 531 | 732.79 |