Costco Wholesale Corporation shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 18k | 925.61 |
| 2025-06-30 | $20M | 20k | 989.95 |
| 2025-03-31 | $16M | 17k | 945.77 |
| 2024-12-31 | $16M | 17k | 916.26 |
| 2024-09-30 | $16M | 18k | 886.51 |
| 2024-06-30 | $12M | 14k | 850.00 |
| 2024-03-31 | $10M | 14k | 732.62 |
| 2023-12-31 | $9.2M | 14k | 660.07 |
| 2023-09-30 | $7.9M | 14k | 564.95 |
| 2023-06-30 | $3.8M | 7.0k | 538.39 |
| 2023-03-31 | $6.9M | 14k | 496.87 |
| 2022-12-31 | $14M | 27k | 506.44 |
| 2022-09-30 | $14M | 28k | 486.11 |
| 2022-03-31 | $15M | 29k | 527.78 |
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