Costco Wholesale Corporation shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 2.6k | 925.63 |
| 2025-06-30 | $2.5M | 2.5k | 989.94 |
| 2025-03-31 | $2.4M | 2.5k | 945.78 |
| 2024-12-31 | $1.4M | 1.5k | 916.27 |
| 2024-09-30 | $1.3M | 1.5k | 886.52 |
| 2024-06-30 | $1.3M | 1.5k | 849.99 |
| 2024-03-31 | $897k | 1.2k | 732.63 |
| 2023-12-31 | $782k | 1.2k | 660.08 |
| 2023-09-30 | $599k | 1.1k | 564.96 |
| 2023-06-30 | $572k | 1.1k | 538.38 |
| 2023-03-31 | $528k | 1.1k | 496.87 |
| 2022-12-31 | $485k | 1.1k | 456.50 |
| 2022-09-30 | $502k | 1.1k | 472.25 |
| 2022-06-30 | $462k | 963 | 479.75 |
| 2022-03-31 | $670k | 1.2k | 576.10 |
| 2021-12-31 | $684k | 1.2k | 567.63 |
| 2021-09-30 | $541k | 1.2k | 448.96 |
| 2021-06-30 | $493k | 1.2k | 395.98 |
| 2021-03-31 | $456k | 1.3k | 352.12 |
| 2020-12-31 | $271k | 720 | 376.39 |
| 2020-09-30 | $255k | 720 | 354.17 |
| 2020-06-30 | $285k | 940 | 303.19 |
| 2020-03-31 | $814k | 2.9k | 285.11 |
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