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Costco Wholesale Corporation shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $241k 339 710.91
2023-12-31 $240k 337 712.17
2022-12-31 $222k 487 455.85

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View all positions for Rooted Wealth Advisors

Top funds holding Costco Wholesale Corporation

Vanguard Group
Bank of America Corporation
Bank of New York Mellon
Norges Bank Investment Management
Alliancebernstein
Jpmorgan Chase & Co
Royal Bank of Canada
Goldman Sachs Group
Legal & General Group
Jennison Associates
Citadel Advisors
Wells Fargo & Company
UBS Group
Fisher Investments
Charles Schwab Investment Management

View all funds holding Costco Wholesale Corporation