Number of Shares
20,271.00
Current Holdings Value*
$19.91 Mil
% of Portfolio
4.06%
Total Estimate Gain
$7.13 Mil
% of Total Estimate Gain
59.25%

Kozak & Associates, Inc.'s Costco Wholesale Corp Holding Summary

As of 2025-06-30, Kozak & Associates, Inc. held 20,271.00 shares of Costco Wholesale Corp(COST), totaling $19.91 Mil. This investment constitutes 4.06% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 14 purchases of COST, at an average price of $591.81, for a total of 20,327.00 shares. In addition, there have been 1 sales at an average price of $993.18 for 56.00 shares. Based on historical transaction data and COST's current price of $942.29, Kozak & Associates, Inc.'s estimated gain on his COST holdings is $7.13 Mil, reflecting a 59.25% gain to date.

Kozak & Associates, Inc. COST ($942.29) Holding Chart

Kozak & Associates, Inc. COST ($942.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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