SEC 13F Intelligence

Beese Fulmer Investment Management, Inc. / COST

Beese Fulmer Investment Management, Inc.’s Costco Wholesale Corporation Position

Does Beese Fulmer Investment Management, Inc. own Costco Wholesale Corporation (COST)? Yes31.4K shares worth $31M (+2.00% of its 13F portfolio) as of Q1 2026, down from 62.7K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
31.4K
% of Portfolio
+2.00%
Quarters Held
28
currently held

Position History COST

Reported value by quarter
Q2 ’19: $4MQ2 ’19Q3 ’19: $5MQ4 ’19: $7MQ1 ’20: $7MQ2 ’20: $8MQ2 ’20Q3 ’20: $10MQ4 ’20: $10MQ1 ’21: $10MQ2 ’21: $12MQ2 ’21Q3 ’21: $14MQ4 ’21: $17MQ1 ’22: $18MQ2 ’22: $14MQ2 ’22Q3 ’22: $14MQ4 ’22: $14MQ1 ’23: $15MQ2 ’23: $17MQ2 ’23Q3 ’23: $18MQ4 ’23: $21MQ1 ’24: $23MQ2 ’24: $27MQ2 ’24Q3 ’24: $28MQ4 ’24: $28MQ1 ’25: $29MQ2 ’25: $30MQ2 ’25Q3 ’25: $28MQ4 ’25: $27MQ1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.4K$31M+2.00%
Q4 202562.7K$27M+1.76%
Q3 202530.7K$28M+1.96%
Q2 202530.5K$30M+2.25%
Q1 202530.4K$29M+2.47%
Q4 202430.8K$28M+2.41%
Q3 202431.1K$28M+2.37%
Q2 202431.7K$27M+2.45%
Q1 202431.7K$23M+2.19%
Q4 202331.1K$21M+2.12%
Q3 202331.1K$18M+1.98%
Q2 202331.0K$17M+1.80%
Q1 202331.0K$15M+1.76%
Q4 202230.5K$14M+1.68%
Q3 202230.0K$14M+1.90%
Q2 202229.9K$14M+1.83%
Q1 202231.1K$18M+1.94%
Q4 202130.4K$17M+1.79%
Q3 202130.1K$14M+1.52%
Q2 202129.8K$12M+1.34%
Q1 202129.1K$10M+1.23%
Q4 202027.7K$10M+1.33%
Q3 202027.3K$10M+1.37%
Q2 202026.4K$8M+1.18%
Q1 202024.4K$7M+1.24%
Q4 201923.3K$7M+0.96%
Q3 201918.5K$5M+0.80%
Q2 201916.9K$4M+0.85%

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