SEC 13F Intelligence

Northeast Investment Management / COST

Northeast Investment Management’s Costco Wholesale Corporation Position

Does Northeast Investment Management own Costco Wholesale Corporation (COST)? Yes91.2K shares worth $91M (+3.76% of its 13F portfolio) as of Q1 2026, down from 91.8K shares the prior filed quarter.

Position Value
$91M
Q1 2026
Shares
91.2K
% of Portfolio
+3.76%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $22MQ4 ’18Q1 ’19: $27MQ2 ’19: $30MQ3 ’19: $32MQ4 ’19: $33MQ4 ’19Q1 ’20: $31MQ2 ’20: $33MQ3 ’20: $39MQ4 ’20: $41MQ4 ’20Q1 ’21: $38MQ2 ’21: $42MQ3 ’21: $48MQ4 ’21: $59MQ4 ’21Q1 ’22: $60MQ2 ’22: $50MQ3 ’22: $49MQ4 ’22: $46,571Q4 ’22Q1 ’23: $51MQ2 ’23: $54MQ3 ’23: $56MQ4 ’23: $65MQ4 ’23Q1 ’24: $72MQ2 ’24: $83MQ3 ’24: $86MQ4 ’24: $88MQ4 ’24Q1 ’25: $89MQ2 ’25: $92MQ3 ’25: $85MQ4 ’25: $79MQ4 ’25Q1 ’26: $91Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.2K$91M+3.76%
Q4 202591.8K$79M+3.10%
Q3 202592.3K$85M+3.44%
Q2 202593.4K$92M+3.95%
Q1 202594.5K$89M+4.16%
Q4 202496.0K$88M+3.90%
Q3 202497.0K$86M+3.85%
Q2 202497.7K$83M+3.91%
Q1 202498.4K$72M+3.54%
Q4 202399.1K$65M+3.50%
Q3 202399.2K$56M+3.29%
Q2 2023100.6K$54M+3.05%
Q1 2023102.9K$51M+3.10%
Q4 2022102.0K$46,571+2.97%
Q3 2022103.4K$49M+3.31%
Q2 2022103.7K$50M+3.17%
Q1 2022104.5K$60M+3.17%
Q4 2021104.6K$59M+2.90%
Q3 2021105.7K$48M+2.54%
Q2 2021106.3K$42M+2.27%
Q1 2021108.7K$38M+2.26%
Q4 2020108.6K$41M+2.49%
Q3 2020110.6K$39M+2.61%
Q2 2020109.1K$33M+2.47%
Q1 2020107.6K$31M+2.82%
Q4 2019113.0K$33M+2.45%
Q3 2019112.4K$32M+2.59%
Q2 2019113.1K$30M+2.37%
Q1 2019112.4K$27M+2.29%
Q4 2018108.4K$22M+2.13%

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