MWM
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MOKAN Wealth Management’s Costco COST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.85M Buy
2,878
+240
+9% +$237K 1.59% 20
2025
Q1
$2.5M Buy
2,638
+11
+0.4% +$10.4K 1.51% 20
2024
Q4
$2.41M Buy
+2,627
New +$2.41M 1.54% 19