SEC 13F Intelligence

M&R Capital Management Inc / COST

M&R Capital Management Inc’s Costco Wholesale Corporation Position

Does M&R Capital Management Inc own Costco Wholesale Corporation (COST)? Yes6.6K shares worth $6M (+1.29% of its 13F portfolio) as of Q3 2024, up from 6.6K shares the prior filed quarter.

Position Value
$6M
Q3 2024
Shares
6.6K
% of Portfolio
+1.29%
Quarters Held
24
currently held

Position History COST

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $3MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20246.6K$6M+1.29%
Q2 20246.6K$6M+1.33%
Q1 20246.6K$5M+1.18%
Q4 20237.2K$5M+1.19%
Q3 20237.1K$4M+1.10%
Q2 20237.1K$4M+1.00%
Q1 20237.0K$3M+0.97%
Q4 20226.9K$3M+0.86%
Q3 20226.7K$3M+0.90%
Q2 20226.6K$3M+0.83%
Q1 20226.5K$4M+0.80%
Q4 20216.4K$4M+0.75%
Q3 20216.4K$3M+0.65%
Q2 20216.3K$3M+0.57%
Q1 20216.0K$2M+0.53%
Q4 20206.2K$2M+0.53%
Q3 20207.1K$3M+0.63%
Q2 20207.0K$2M+0.57%
Q1 20207.0K$2M+0.59%
Q4 20197.1K$2M+0.47%
Q3 20197.1K$2M+0.48%
Q2 20197.0K$2M+0.42%
Q1 20197.0K$2M+0.39%
Q4 20186.9K$1M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M&R Capital Management Inc’s full portfolio or all institutional holders of COST.