SEC 13F Intelligence

Hc Financial Advisors Inc / COST

Hc Financial Advisors Inc’s Costco Wholesale Corporation Position

Does Hc Financial Advisors Inc own Costco Wholesale Corporation (COST)? Yes — 3.6K shares worth $2M (+1.16% of its 13F portfolio) as of Q2 2022, down from 3.6K shares the prior filed quarter.

Position Value
$2M
Q2 2022
Shares
3.6K
% of Portfolio
+1.16%
Quarters Held
12
currently held

Position History COST

Reported value by quarter
Q3 ’19: $1MQ3 ’19Q4 ’19: $1MQ1 ’20: $1MQ1 ’20Q2 ’20: $1MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $1MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20223.6K$2M+1.16%
Q1 20223.6K$2M+1.25%
Q4 20213.7K$2M+1.16%
Q3 20213.7K$2M+1.01%
Q2 20213.9K$2M+0.91%
Q1 20214.0K$1M+0.87%
Q4 20204.3K$2M+1.04%
Q3 20204.4K$2M+1.12%
Q2 20204.5K$1M+1.08%
Q1 20204.5K$1M+1.16%
Q4 20194.1K$1M+0.96%
Q3 20194.1K$1M+1.00%

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