Monterey Private Wealth, Inc. / COST
Monterey Private Wealth, Inc.’s Costco Wholesale Corporation Position
Does Monterey Private Wealth, Inc. own Costco Wholesale Corporation (COST)? Yes — 4.0K shares worth $4M (+1.12% of its 13F portfolio) as of Q1 2025, up from 4.0K shares the prior filed quarter.
Position Value
$4M
Q1 2025
Shares
4.0K
% of Portfolio
+1.12%
Quarters Held
18
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 4.0K | $4M | +1.12% |
| Q4 2024 | 4.0K | $4M | +1.20% |
| Q3 2024 | 4.0K | $4M | +1.19% |
| Q2 2024 | 4.0K | $3M | +1.26% |
| Q1 2024 | 3.9K | $3M | +1.16% |
| Q4 2023 | 3.9K | $3M | +1.17% |
| Q3 2023 | 4.0K | $2M | +1.12% |
| Q2 2023 | 3.9K | $2M | +1.03% |
| Q1 2023 | 3.9K | $2M | +1.00% |
| Q4 2022 | 3.9K | $2M | +0.96% |
| Q3 2022 | 3.8K | $2M | +1.10% |
| Q2 2022 | 4.0K | $2M | +1.10% |
| Q1 2022 | 3.9K | $2M | +1.09% |
| Q4 2021 | 3.9K | $2M | +1.10% |
| Q3 2021 | 3.9K | $2M | +0.99% |
| Q2 2021 | 3.8K | $1M | +0.86% |
| Q1 2021 | 3.6K | $1M | +0.73% |
| Q4 2020 | 2.7K | $949,000 | +0.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monterey Private Wealth, Inc.’s full portfolio or all institutional holders of COST.