Costco Wholesale Corporation shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 3.4k | 925.68 |
| 2025-06-30 | $3.2M | 3.2k | 989.95 |
| 2025-03-31 | $2.6M | 2.7k | 945.79 |
| 2024-12-31 | $2.6M | 2.8k | 916.29 |
| 2024-09-30 | $2.4M | 2.7k | 886.53 |
| 2024-06-30 | $2.2M | 2.6k | 850.00 |
| 2024-03-31 | $1.5M | 2.0k | 732.63 |
| 2023-12-31 | $1.2M | 1.8k | 660.08 |
| 2023-09-30 | $1.3M | 2.2k | 564.96 |
| 2023-06-30 | $1.0M | 1.9k | 538.38 |
| 2023-03-31 | $715k | 1.4k | 496.87 |
| 2022-12-31 | $482k | 1.1k | 456.50 |
| 2022-09-30 | $443k | 938 | 472.28 |
| 2022-06-30 | $371k | 774 | 479.33 |
| 2022-03-31 | $400k | 694 | 576.37 |
| 2021-12-31 | $349k | 615 | 567.48 |
| 2021-09-30 | $324k | 721 | 449.38 |
| 2021-06-30 | $277k | 701 | 395.15 |
| 2021-03-31 | $250k | 709 | 352.61 |