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COST
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Position history for EP Wealth Advisors, LLC's holdings in COSTCO WHOLESALE CORPORATION

EP Wealth Advisors, LLC holds 148,308 shares of COST (COSTCO WHOLESALE CORPORATION), worth $147.8M as of 2026-Q1. The position was decreased (-1.0% shares). COST represents 0.7% of EP Wealth Advisors, LLC's portfolio.

Current Value

$147.8M

Current Shares

148,308

Total Value Change

+$37.6M

Total Shares Change

+18,637

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
148,308
-1.0%
$147.8M0.7%$1,007.77
0
2025-Q4
Increased
149,784
+2.6%
$129.2M0.7%$864.47
44
2025-Q2
Increased
146,017
+4.6%
$144.5M0.9%$981.05
45
2025-Q1
Increased
139,638
+2.3%
$132.1M1.1%$924.59
49
2024-Q4
Decreased
136,542
-2.1%
$125.1M1.0%$916.17
0
2024-Q3
Increased
139,423
+7.5%
$123.6M1.1%$878.65
51
2024-Q2
Decreased
129,671
-14.6%
$110.2M1.2%$842.10
0

Other major holders of COST: VANGUARD GROUP INC

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