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Costco Wholesale Corporation shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Costco Wholesale Corporation by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 304 886.52
2024-06-30 $258k 304 849.99
2023-12-31 $397k 602 660.08
2023-09-30 $284k 502 564.96
2023-06-30 $270k 502 538.38
2023-03-31 $244k 491 496.87

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Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
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Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

Top funds holding Costco Wholesale Corporation

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Susquehanna International
Bank of New York Mellon
Alliancebernstein
Royal Bank of Canada
Jpmorgan Chase & Co
Nuveen Asset Management
Wells Fargo & Company
Jennison Associates
Goldman Sachs Group

View all funds holding Costco Wholesale Corporation