COST COSTCO WHOLESALE CORP COM

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  104 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in COSTCO WHOLESALE CORP COM (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
2.18% (2025 Q1)
Avg. % of fund
0.55%
First filed
1999 Q4
Last filed
2025 Q4
Quarters held
104
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 50,467 -564 -1.1% 1.63% $43.5M $861.16
2025 Q3 REDUCED 51,031 -155 -0.3% 1.78% $47.2M $923.06
2025 Q2 REDUCED 51,186 -2,994 -5.5% 2.01% $50.7M $985.83
2025 Q1 REDUCED 54,180 -307 -0.6% 2.18% $51.2M $940.62
2024 Q4 REDUCED 54,487 -658 -1.2% 2.01% $49.9M $910.27
2024 Q3 REDUCED 55,145 -1,598 -2.8% 1.94% $48.9M $879.55
2024 Q2 REDUCED 56,743 -647 -1.1% 2.00% $48.2M $842.10
2024 Q1 REDUCED 57,390 -1,856 -3.1% 1.75% $42.0M $724.67
2023 Q4 REDUCED 59,246 -1,810 -3.0% 1.74% $39.1M $651.95
2023 Q3 REDUCED 61,056 -625 -1.0% 1.68% $34.5M $544.60
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% of Fund (quarterly)    COST price (monthly, adj. close)
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