Costco Wholesale Corporation shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 395 | 925.73 |
| 2025-06-30 | $354k | 358 | 990.04 |
| 2025-03-31 | $334k | 353 | 945.93 |
| 2024-12-31 | $324k | 353 | 916.41 |
| 2024-09-30 | $317k | 358 | 886.58 |
| 2024-06-30 | $338k | 397 | 850.04 |
| 2024-03-31 | $281k | 384 | 732.66 |
| 2023-09-30 | $228k | 404 | 564.99 |
| 2021-12-31 | $286k | 504 | 567.46 |
| 2021-09-30 | $222k | 494 | 449.39 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies