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
Other major holders of COST: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 148,308 |
-1.0% |
| $147.8M |
| 0.7% |
| $1,007.77 |
0 |
| 2025-Q4 | 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 |