Position history for EP Wealth Advisors, LLC's holdings in COSTCO WHSL CORP NEW
EP Wealth Advisors, LLC holds 149,784 shares of COST (COSTCO WHSL CORP NEW), worth $129.2M as of 2025-Q4. The position was increased (++2.6% shares). COST represents 0.7% of EP Wealth Advisors, LLC's portfolio.
Current Value
$129.2M
Current Shares
149,784
Total Value Change
+$18.9M
Total Shares Change
+20,113
Other major holders of COST: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 149,784 |
+2.6% |
| $129.2M |
| 0.7% |
| $864.47 |
44 |
| 2025-Q2 | Increased | 146,017 | +4.6% | $144.5M | 0.9% | $981.05 | 45 |
| 2025-Q1 | Increased | 139,638 | +2.3% | $132.1M | 1.1% | $924.59 | 49 |
| 2024-Q4 | Decreased | 136,542 | -2.1% | $125.1M | 1.0% | $916.17 | 0 |
| 2024-Q3 | Increased | 139,423 | +7.5% | $123.6M | 1.1% | $878.65 | 51 |
| 2024-Q2 | Decreased | 129,671 | -14.6% | $110.2M | 1.2% | $842.10 | 0 |