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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in COSTCO WHOLESALE CORP

EP Wealth Advisors, LLC holds 155,825 shares of COST (COSTCO WHOLESALE CORP), worth $145.8M as of 2026-Q2. The position was increased (+5.1% shares). COST represents 0.6% of EP Wealth Advisors, LLC's portfolio.

Current Value

$145.8M

Current Shares

155,825

Total Value Change

+$22.2M

Total Shares Change

+16,402

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
155,825
+5.1%
$145.8M0.6%$933.99
45
2026-Q1
Decreased
148,308
-1.0%
$147.8M0.7%$993.41
0
2025-Q4
Increased
149,784
+2.6%
$129.2M0.7%$858.55
44
2025-Q2
Increased
146,017
+4.6%
$144.5M0.9%$982.84
45
2025-Q1
Increased
139,638
+2.3%
$132.1M1.1%$937.77
49
2024-Q4
Decreased
136,542
-2.1%
$125.1M1.0%$907.51
0
2024-Q3
Increased
139,423
+7.5%
$123.6M1.1%$876.88
51

Other major holders of COST: VANGUARD GROUP INC

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