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Costco Wholesale Corporation shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $121k 131 925.63
2025-06-30 $110k 111 989.94
2025-03-31 $105k 111 945.77

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View all positions for Smallwood Wealth Investment Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
FMR
Susquehanna International
Northern Trust
Invesco
Goldman Sachs Group
Royal Bank of Canada
Capital World Investors
Citadel Advisors
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Costco Wholesale Corporation