Question 1

Does Whittier Trust own COST stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Whittier Trust holds 55,870 shares of COST (Costco Wholesale), worth $53.1M.

Question 2

How many shares of COST does Whittier Trust own?

Accepted Answer

As of its Q2 2026 13F, Whittier Trust holds 55,870 shares of COST (Costco Wholesale).

Question 3

What is Whittier Trust's COST position worth?

Accepted Answer

As of its Q2 2026 13F, Whittier Trust's COST position is worth $53.1M.

Question 4

Is Whittier Trust buying or selling COST?

Accepted Answer

In Q2 2026, Whittier Trust reduced its COST position by 11,447 shares (-17.0%).

Question 5

When did Whittier Trust first buy COST?

Accepted Answer

Whittier Trust already held COST in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	55,870	-17.0%	$53.1M	0.5%	$933.99	0
2026-Q1	Increased	67,317	+4.2%	$68.6M	0.8%	$993.41	43
2025-Q4	Increased	64,616	+1.2%	$57.5M	0.6%	$858.55	42
2025-Q3	Increased	63,834	+1.1%	$58.4M	0.7%	$920.26	42
2025-Q2	Increased	63,117	+5.1%	$62.5M	0.8%	$982.84	44
2025-Q1	Decreased	60,079	-0.6%	$56.8M	0.8%	$937.77	0
2024-Q4	Increased	60,410	+1.8%	$55.4M	0.7%	$907.51	42
2024-Q3	Increased	59,331	+1.4%	$52.6M	0.7%	$876.88	42

COSTShowing 8 of 30 quarters

COST
Showing 8 of 30 quarters