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Costco Wholesale Corporation shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Synergy 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 68 997.34
2025-03-31 $42k 44 945.80
2024-12-31 $31k 34 916.29

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Costco Wholesale Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Invesco
Bank of America Corporation
FMR
Northern Trust
Susquehanna International
Royal Bank of Canada
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding Costco Wholesale Corporation