COST COSTCO WHSL CORP NEW

Ownership history in HoyleCohen, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in COSTCO WHSL CORP NEW (COST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.92% (2024 Q2)
Avg. % of fund
1.51%
First filed
2017 Q4
Last filed
2024 Q2
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 29,828 -571 -1.9% 1.92% $25.4M $842.10
2024 Q1 REDUCED 30,399 -808 -2.6% 1.70% $22.3M $724.67
2023 Q4 ADDED 31,207 +644 +2.1% 1.68% $20.6M $651.95
2023 Q3 REDUCED 30,563 -448 -1.4% 1.60% $17.3M $544.60
2023 Q2 REDUCED 31,011 -269 -0.9% 1.47% $16.7M $517.99
2023 Q1 REDUCED 31,280 -110 -0.4% 1.45% $15.5M $477.06
2022 Q4 REDUCED 31,390 -5 -0.0% 1.43% $14.3M $437.54
2022 Q3 ADDED 31,395 +105 +0.3% 1.62% $14.8M $451.84
2022 Q2 ADDED 31,290 +511 +1.7% 1.56% $15.0M $457.75
2022 Q1 ADDED 30,779 +623 +2.1% 1.52% $17.7M $549.09
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COST price (monthly, adj. close)
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