SEC 13F Intelligence

Neville Rodie & Shaw Inc / COST

Neville Rodie & Shaw Inc’s Costco Wholesale Corporation Position

Does Neville Rodie & Shaw Inc own Costco Wholesale Corporation (COST)? Yes30.4K shares worth $28M (+1.84% of its 13F portfolio) as of Q2 2026, down from 30.7K shares the prior filed quarter.

Position Value
$28M
Q2 2026
Shares
30.4K
% of Portfolio
+1.84%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $7MQ2 ’20: $7MQ3 ’20: $12MQ1 ’21: $12MQ1 ’21Q2 ’21: $14MQ3 ’21: $16MQ4 ’21: $21MQ1 ’22: $21MQ1 ’22Q2 ’22: $18MQ3 ’22: $17MQ4 ’22: $16MQ1 ’23: $17MQ1 ’23Q2 ’23: $19MQ3 ’23: $19MQ4 ’23: $23MQ1 ’24: $26MQ1 ’24Q2 ’24: $31MQ3 ’24: $32MQ4 ’24: $33MQ1 ’25: $34MQ1 ’25Q2 ’25: $35MQ3 ’25: $29MQ4 ’25: $27MQ1 ’26: $31MQ1 ’26Q2 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202630.4K$28M+1.84%
Q1 202630.7K$31M+2.22%
Q4 202530.9K$27M+1.88%
Q3 202531.3K$29M+2.10%
Q2 202535.4K$35M+2.60%
Q1 202535.5K$34M+2.63%
Q4 202436.2K$33M+2.42%
Q3 202436.5K$32M+2.38%
Q2 202437.0K$31M+2.38%
Q1 202435.2K$26M+1.97%
Q4 202335.1K$23M+1.89%
Q3 202334.2K$19M+1.72%
Q2 202334.5K$19M+1.60%
Q1 202334.5K$17M+1.55%
Q4 202234.9K$16M+1.50%
Q3 202236.7K$17M+1.70%
Q2 202236.7K$18M+1.58%
Q1 202236.7K$21M+1.57%
Q4 202136.2K$21M+1.45%
Q3 202135.0K$16M+1.22%
Q2 202135.0K$14M+1.07%
Q1 202134.6K$12M+1.01%
Q3 202033.4K$12M+1.12%
Q2 202024.3K$7M+0.76%
Q1 202023.8K$7M+0.82%
Q4 201924.6K$7M+0.71%
Q3 201924.2K$7M+0.74%
Q2 201925.9K$7M+0.73%
Q1 201925.7K$6M+0.66%
Q4 201825.5K$5M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neville Rodie & Shaw Inc’s full portfolio or all institutional holders of COST.