Costco Wholesale Corporation shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 289 | 925.90 |
| 2025-06-30 | $286k | 289 | 990.20 |
| 2025-03-31 | $275k | 291 | 946.03 |
| 2024-12-31 | $276k | 301 | 916.47 |
| 2024-09-30 | $215k | 242 | 886.73 |
| 2024-06-30 | $206k | 242 | 850.17 |