SEC 13F Intelligence

Boston Financial Mangement LLC / COST

Boston Financial Mangement LLC’s Costco Wholesale Corporation Position

Does Boston Financial Mangement LLC own Costco Wholesale Corporation (COST)? Yes42.4K shares worth $39M (+1.17% of its 13F portfolio) as of Q4 2024, down from 43.0K shares the prior filed quarter.

Position Value
$39M
Q4 2024
Shares
42.4K
% of Portfolio
+1.17%
Quarters Held
25
currently held

Position History COST

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $27MQ2 ’19: $30MQ3 ’19: $33MQ4 ’19: $33MQ4 ’19Q1 ’20: $33MQ2 ’20: $36MQ3 ’20: $43MQ4 ’20: $45MQ4 ’20Q1 ’21: $42MQ2 ’21: $48MQ3 ’21: $53MQ4 ’21: $66MQ4 ’21Q1 ’22: $64MQ2 ’22: $42MQ3 ’22: $43MQ4 ’22: $41MQ4 ’22Q1 ’23: $44MQ2 ’23: $47MQ3 ’23: $50MQ4 ’23: $57MQ4 ’23Q1 ’24: $34MQ2 ’24: $38MQ3 ’24: $38MQ4 ’24: $39MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202442.4K$39M+1.17%
Q3 202443.0K$38M+1.14%
Q2 202444.8K$38M+1.21%
Q1 202445.9K$34M+1.07%
Q4 202386.3K$57M+1.93%
Q3 202388.4K$50M+1.87%
Q2 202388.1K$47M+1.71%
Q1 202389.3K$44M+1.73%
Q4 202290.0K$41M+1.65%
Q3 202291.1K$43M+1.87%
Q2 202287.0K$42M+1.80%
Q1 2022111.8K$64M+2.44%
Q4 2021116.2K$66M+2.40%
Q3 2021117.7K$53M+2.15%
Q2 2021120.3K$48M+1.92%
Q1 2021120.2K$42M+1.86%
Q4 2020120.2K$45M+2.06%
Q3 2020120.4K$43M+2.08%
Q2 2020119.9K$36M+1.96%
Q1 2020114.5K$33M+2.10%
Q4 2019113.5K$33M+1.83%
Q3 2019113.5K$33M+1.86%
Q2 2019112.3K$30M+1.72%
Q1 2019113.1K$27M+1.67%
Q4 2018113.4K$23M+1.60%

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