Question 1

How many shares of COST does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 155,825 shares of COST (COSTCO WHOLESALE CORP).

Question 2

What is EP Wealth Advisors, LLC's COST position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's COST position is worth $145.8M.

Question 3

Is EP Wealth Advisors, LLC buying or selling COST?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their COST position (+5.1% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy COST?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in COST in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	155,825	+5.1%	$145.8M	0.6%	$933.99	45
2026-Q1	Decreased	148,308	-1.0%	$147.8M	0.7%	$993.41	0
2025-Q4	Increased	149,784	+2.6%	$129.2M	0.7%	$858.55	44
2025-Q2	Increased	146,017	+4.6%	$144.5M	0.9%	$982.84	45
2025-Q1	Increased	139,638	+2.3%	$132.1M	1.1%	$937.77	49
2024-Q4	Decreased	136,542	-2.1%	$125.1M	1.0%	$907.51	0
2024-Q3	Increased	139,423	+7.5%	$123.6M	1.1%	$876.88	51