SEC 13F Intelligence

D.a. Davidson & Co. / COST

D.a. Davidson & Co.’s Costco Wholesale Corporation Position

Does D.a. Davidson & Co. own Costco Wholesale Corporation (COST)? Yes189.4K shares worth $189M (+1.14% of its 13F portfolio) as of Q1 2026, up from 188.4K shares the prior filed quarter.

Position Value
$189M
Q1 2026
Shares
189.4K
% of Portfolio
+1.14%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $43MQ4 ’18Q1 ’19: $53MQ2 ’19: $41MQ3 ’19: $44MQ4 ’19: $47MQ4 ’19Q1 ’20: $46MQ2 ’20: $41MQ3 ’20: $49MQ4 ’20: $53MQ4 ’20Q1 ’21: $59MQ2 ’21: $68MQ3 ’21: $78MQ4 ’21: $96MQ4 ’21Q1 ’22: $99MQ2 ’22: $82MQ3 ’22: $79MQ4 ’22: $76MQ4 ’22Q1 ’23: $79MQ2 ’23: $85MQ3 ’23: $91MQ4 ’23: $106MQ4 ’23Q1 ’24: $114MQ2 ’24: $132MQ3 ’24: $137MQ4 ’24: $141MQ4 ’24Q1 ’25: $146MQ2 ’25: $184MQ3 ’25: $177MQ4 ’25: $162MQ4 ’25Q1 ’26: $189Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026189.4K$189M+1.14%
Q4 2025188.4K$162M+1.00%
Q3 2025190.7K$177M+1.13%
Q2 2025185.7K$184M+1.29%
Q1 2025154.3K$146M+1.17%
Q4 2024153.4K$141M+1.14%
Q3 2024154.0K$137M+1.13%
Q2 2024155.1K$132M+1.17%
Q1 2024156.3K$114M+1.03%
Q4 2023160.4K$106M+1.04%
Q3 2023160.5K$91M+0.98%
Q2 2023157.9K$85M+0.90%
Q1 2023158.5K$79M+0.89%
Q4 2022166.0K$76M+0.89%
Q3 2022166.8K$79M+1.03%
Q2 2022170.7K$82M+1.03%
Q1 2022171.3K$99M+1.07%
Q4 2021169.2K$96M+1.02%
Q3 2021173.4K$78M+0.90%
Q2 2021172.8K$68M+0.80%
Q1 2021167.7K$59M+0.76%
Q4 2020140.0K$53M+0.81%
Q3 2020138.7K$49M+0.86%
Q2 2020136.1K$41M+0.77%
Q1 2020162.5K$46M+0.91%
Q4 2019158.3K$47M+0.75%
Q3 2019153.5K$44M+0.79%
Q2 2019155.2K$41M+0.76%
Q1 2019221.3K$53M+0.92%
Q4 2018210.3K$43M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See D.a. Davidson & Co.’s full portfolio or all institutional holders of COST.