SEC 13F Intelligence

Peloton Wealth Strategists / COST

Peloton Wealth Strategists’s Costco Wholesale Corporation Position

Does Peloton Wealth Strategists own Costco Wholesale Corporation (COST)? Yes3.3K shares worth $3M (+1.32% of its 13F portfolio) as of Q1 2026, down from 3.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.3K
% of Portfolio
+1.32%
Quarters Held
20
currently held

Position History COST

Reported value by quarter
Q2 ’21: $356,000Q2 ’21Q3 ’21: $404,000Q4 ’21: $511,000Q1 ’22: $489,000Q1 ’22Q2 ’22: $379,000Q3 ’22: $359,000Q4 ’22: $484,000Q4 ’22Q1 ’23: $527,000Q2 ’23: $576,000Q3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$3M+1.32%
Q4 20253.3K$3M+1.11%
Q3 20253.7K$3M+1.35%
Q2 20253.7K$4M+1.47%
Q1 20253.7K$4M+1.46%
Q4 20243.7K$3M+1.36%
Q3 20243.5K$3M+1.24%
Q2 20243.5K$3M+1.23%
Q1 20243.5K$3M+1.05%
Q4 20233.1K$2M+0.89%
Q3 20232.4K$1M+0.61%
Q2 20231.1K$576,000+0.25%
Q1 20231.1K$527,000+0.24%
Q4 20221.1K$484,000+0.23%
Q3 2022760$359,000+0.19%
Q2 2022790$379,000+0.18%
Q1 2022850$489,000+0.20%
Q4 2021900$511,000+0.20%
Q3 2021900$404,000+0.17%
Q2 2021900$356,000+0.15%

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