Summit Financial Strategies, Inc. Costco Wholesale Corp Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 358 shares of COST stock, worth $346,744. This represents 0.04% of its overall portfolio holdings.
Number of Shares
358
Previous 353
1.42%
Holding current value
$346,744
Previous $333,000
6.31%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding COST
# of Institutions
4,464Shares Held
296MCall Options Held
6.91MPut Options Held
9.62M-
Vanguard Group Inc Valley Forge, PA42.6MShares$41.3 Billion0.75% of portfolio
-
Black Rock Inc. New York, NY33.2MShares$32.1 Billion0.65% of portfolio
-
State Street Corp Boston, MA18.2MShares$17.7 Billion0.73% of portfolio
-
Geode Capital Management, LLC Boston, MA10.1MShares$9.81 Billion0.77% of portfolio
-
Morgan Stanley New York, NY9.51MShares$9.22 Billion0.66% of portfolio
About COSTCO WHOLESALE CORP
- Ticker COST
- Exchange NASDAQ
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 442,604,000
- Market Cap $429B
- Description
- Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. It offers branded and private-label products in a range of merchandise categories. The company o...