SEC 13F Intelligence

Wendell David Associates Inc / COST

Wendell David Associates Inc’s Costco Wholesale Corporation Position

Does Wendell David Associates Inc own Costco Wholesale Corporation (COST)? Yes17.9K shares worth $18M (+1.94% of its 13F portfolio) as of Q1 2026, up from 17.8K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
17.9K
% of Portfolio
+1.94%
Quarters Held
29
currently held

Position History COST

Reported value by quarter
Q1 ’19: $329,000Q1 ’19Q2 ’19: $359,000Q3 ’19: $392,000Q4 ’19: $399,000Q1 ’20: $387,000Q1 ’20Q2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $7MQ4 ’21: $8MQ1 ’22: $8MQ1 ’22Q2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $10MQ4 ’23: $12MQ1 ’24: $13MQ1 ’24Q2 ’24: $15MQ3 ’24: $16MQ4 ’24: $16MQ1 ’25: $17MQ1 ’25Q2 ’25: $17MQ3 ’25: $16MQ4 ’25: $15MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$18M+1.94%
Q4 202517.8K$15M+1.56%
Q3 202516.9K$16M+1.55%
Q2 202516.9K$17M+1.68%
Q1 202518.0K$17M+1.70%
Q4 202418.0K$16M+1.63%
Q3 202418.1K$16M+1.53%
Q2 202418.1K$15M+1.57%
Q1 202418.2K$13M+1.35%
Q4 202318.3K$12M+1.30%
Q3 202317.6K$10M+1.17%
Q2 202317.1K$9M+1.04%
Q1 202316.7K$8M+0.99%
Q4 202215.0K$7M+0.84%
Q3 202214.8K$7M+0.94%
Q2 202214.7K$7M+0.90%
Q1 202214.7K$8M+0.94%
Q4 202114.6K$8M+0.84%
Q3 202115.2K$7M+0.76%
Q2 202115.3K$6M+0.68%
Q1 202114.8K$5M+0.63%
Q4 202013.2K$5M+0.61%
Q3 202012.6K$4M+0.60%
Q2 20208.9K$3M+0.39%
Q1 20201.4K$387,000+0.07%
Q4 20191.4K$399,000+0.05%
Q3 20191.4K$392,000+0.06%
Q2 20191.4K$359,000+0.05%
Q1 20191.4K$329,000+0.05%

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