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COST
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Position history for Steward Partners Investment Advisory, LLC's holdings in COSTCO WHOLESALE CORPORATION

Steward Partners Investment Advisory, LLC holds 161,140 shares of COST (COSTCO WHOLESALE CORPORATION), worth $160.6M as of 2026-Q1. The position was increased (+15.7% shares). COST represents 0.8% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$160.6M

Current Shares

161,140

Total Value Change

+$88.9M

Total Shares Change

+76,807

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
161,140
+15.7%
$160.6M0.8%$1,007.77
49
2025-Q4
Increased
139,252
+5.0%
$120.1M0.7%$864.47
45
2025-Q3
Increased
132,629
+95.2%
$122.8M0.7%$914.33
68
2025-Q2
Increased
67,934
+4.3%
$67.2M0.5%$981.05
44
2025-Q1
Decreased
65,110
-1.5%
$61.6M0.5%$924.59
0
2024-Q4
Decreased
66,129
-20.9%
$60.6M0.5%$916.17
0
2024-Q3
Decreased
83,557
-0.9%
$74.1M0.7%$878.65
0
2024-Q2
Increased
84,333
+4.8%
$71.7M0.8%$842.10
44

Other major holders of COST: VANGUARD GROUP INC

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