Costco Wholesale Corporation shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $985k | 1.1k | 925.65 |
| 2025-06-30 | $810k | 818 | 990.25 |
| 2025-03-31 | $753k | 796 | 945.78 |
| 2024-12-31 | $739k | 806 | 916.27 |
| 2024-09-30 | $713k | 804 | 886.52 |
| 2024-06-30 | $687k | 809 | 849.72 |
| 2024-03-31 | $1.2M | 1.6k | 732.51 |