Waller Financial Planning Group »

Costco Wholesale Corporation shares owned by Waller Financial Planning Group

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Waller Financial Planning Group from 13F filings

Historical chart of Waller Financial Planning Group investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Costco Wholesale Corporation by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $461k 498 925.25
2025-03-31 $281k 297 947.36

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust Portfolio Agrgte (SPAB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Waller Financial Planning Group

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