Costco Wholesale Corporation shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $617k | 667 | 925.63 |
| 2025-06-30 | $638k | 644 | 989.94 |
| 2025-03-31 | $539k | 570 | 945.78 |
| 2024-12-31 | $501k | 547 | 916.27 |
| 2024-09-30 | $385k | 434 | 886.52 |
| 2024-06-30 | $377k | 444 | 849.99 |
| 2024-03-31 | $295k | 403 | 732.63 |
| 2023-12-31 | $233k | 353 | 660.08 |
| 2023-09-30 | $208k | 368 | 564.96 |
| 2023-06-30 | $202k | 375 | 538.38 |
| 2023-03-31 | $206k | 365 | 564.93 |
| 2022-03-31 | $239k | 415 | 575.90 |