Question 1

How many shares of COST does IEQ CAPITAL, LLC own?

Accepted Answer

As of 2026-Q1, IEQ CAPITAL, LLC holds 119,168 shares of COST (COSTCO WHOLESALE CORPORATION).

Question 2

What is IEQ CAPITAL, LLC's COST position worth?

Accepted Answer

As of 2026-Q1, IEQ CAPITAL, LLC's COST position is worth $118.7M.

Question 3

Is IEQ CAPITAL, LLC buying or selling COST?

Accepted Answer

In 2026-Q1, IEQ CAPITAL, LLC increased their COST position (+27.8% change in shares).

Question 4

When did IEQ CAPITAL, LLC first buy COST?

Accepted Answer

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in COST in 2024-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	119,168	+27.8%	$118.7M	0.6%	$1,007.77	53
2025-Q4	Decreased	93,237	-1.5%	$80.4M	0.2%	$864.47	0
2025-Q3	Increased	94,638	+8.5%	$87.6M	0.3%	$914.33	39
2025-Q2	Increased	87,252	+16.8%	$86.4M	0.5%	$981.05	49
2025-Q1	Increased	74,679	+8.3%	$70.6M	0.6%	$924.59	45
2024-Q4	Increased	68,945	+2.5%	$63.2M	0.6%	$916.17	43
2024-Q3	Increased	67,266	+5.3%	$59.6M	0.7%	$878.65	44
2024-Q2	Increased	63,897	+5.2%	$54.3M	0.7%	$842.10	44

COSTShowing 8 of 26 quarters

COST
Showing 8 of 26 quarters