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COST
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in COSTCO WHOLESALE CORPORATION

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 80,677 shares of COST (COSTCO WHOLESALE CORPORATION), worth $80.4M as of 2026-Q1. The position was decreased (-3.2% shares). COST represents 0.5% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$80.4M

Current Shares

80,677

Total Value Change

-$9.2M

Total Shares Change

-24,767

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
80,677
-3.2%
$80.4M0.5%$1,007.77
0
2025-Q4
Decreased
83,380
-1.1%
$71.9M0.4%$864.47
0
2025-Q3
Decreased
84,313
-1.4%
$78M0.6%$914.33
0
2025-Q2
Decreased
85,479
-1.6%
$84.6M0.7%$981.05
0
2025-Q1
Decreased
86,910
-4.9%
$82.2M0.7%$924.59
0
2024-Q4
Decreased
91,345
-7.4%
$83.7M0.7%$916.17
0
2024-Q3
Decreased
98,644
-6.5%
$87.4M0.7%$878.65
0
2024-Q2
Decreased
105,444
-13.8%
$89.6M0.8%$842.10
0

Other major holders of COST: VANGUARD GROUP INC

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