Question 1

How many shares of COST does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 80,677 shares of COST (COSTCO WHOLESALE CORP).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's COST position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's COST position is worth $80.4M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling COST?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their COST position (-3.2% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy COST?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in COST in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price
2026-Q1 Latest	Decreased	80,677	-3.2%	$80.4M	0.5%	$993.41
2025-Q4	Decreased	83,380	-1.1%	$71.9M	0.4%	$858.55
2025-Q3	Decreased	84,313	-1.4%	$78M	0.6%	$920.26
2025-Q2	Decreased	85,479	-1.6%	$84.6M	0.7%	$982.84
2025-Q1	Decreased	86,910	-4.9%	$82.2M	0.7%	$937.77
2024-Q4	Decreased	91,345	-7.4%	$83.7M	0.7%	$907.51
2024-Q3	Decreased	98,644	-6.5%	$87.4M	0.7%	$876.88