SEC 13F Intelligence

Western Financial Corp / COST

Western Financial Corp’s Costco Wholesale Corporation Position

Does Western Financial Corp own Costco Wholesale Corporation (COST)? Yes — 3.3K shares worth $2M (+1.09% of its 13F portfolio) as of Q3 2022, up from 2.9K shares the prior filed quarter.

Position Value
$2M
Q3 2022
Shares
3.3K
% of Portfolio
+1.09%
Quarters Held
4
currently held

Position History COST

Reported value by quarter
Q4 ’20: $370,000Q4 ’20Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20223.3K$2M+1.09%
Q2 20222.9K$1M+0.99%
Q1 20222.6K$2M+0.88%
Q4 2020983$370,000+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Western Financial Corp’s full portfolio or all institutional holders of COST.