A detailed history of Finivi Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Finivi Inc. holds 3,726 shares of COST stock, worth $3.4 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
3,726
Previous 3,650 2.08%
Holding current value
$3.4 Million
Previous $3.61 Billion 4.55%
% of portfolio
2.2%
Previous 2.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 19, 2025

BUY
$915.95 - $994.57 $69,612 - $75,587
76 Added 2.08%
3,726 $3.45 Billion
Q2 2025

Dec 19, 2025

BUY
$908.13 - $1056.85 $67,201 - $78,206
74 Added 2.07%
3,650 $3.61 Billion
Q1 2025

Dec 19, 2025

BUY
$890.62 - $1076.86 $82,827 - $100,147
93 Added 2.67%
3,576 $3.38 Billion
Q4 2024

Dec 19, 2025

BUY
$873.59 - $994.69 $7,862 - $8,952
9 Added 0.26%
3,483 $3.19 Billion
Q3 2024

Dec 19, 2025

BUY
$801.83 - $917.05 $179,609 - $205,419
224 Added 6.89%
3,474 $3.08 Billion
Q2 2024

Dec 19, 2025

BUY
$704.88 - $870.75 $62,029 - $76,626
88 Added 2.78%
3,250 $2.76 Billion
Q1 2024

Dec 19, 2025

BUY
$644.69 - $785.59 $560,880 - $683,463
870 Added 37.96%
3,162 $2.32 Billion
Q4 2023

Dec 19, 2025

BUY
$543.03 - $681.24 $1.24 Million - $1.56 Million
2,292 New
2,292 $1.51 Billion

Others Institutions Holding COST

About COSTCO WHOLESALE CORP


  • Ticker COST
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 442,604,000
  • Market Cap $404B
  • 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...
More about COST
Track This Portfolio

Track Finivi Inc. Portfolio

Follow Finivi Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finivi Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finivi Inc. with notifications on news.