SEC 13F Intelligence

Davidson Trust Co / COST

Davidson Trust Co’s Costco Wholesale Corporation Position

Does Davidson Trust Co own Costco Wholesale Corporation (COST)? Yes4.6K shares worth $5M (+1.97% of its 13F portfolio) as of Q1 2026, down from 4.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
4.6K
% of Portfolio
+1.97%
Quarters Held
26
currently held

Position History COST

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $3MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.6K$5M+1.97%
Q4 20254.6K$4M+1.66%
Q3 20255.3K$5M+2.02%
Q2 20255.3K$5M+2.44%
Q1 20255.4K$5M+2.42%
Q4 20245.7K$5M+2.67%
Q3 20245.6K$5M+2.54%
Q2 20243.2K$3M+1.85%
Q1 20245.6K$4M+2.40%
Q4 20235.5K$4M+2.32%
Q3 20235.5K$3M+2.29%
Q2 20235.3K$3M+2.08%
Q1 20235.1K$3M+1.95%
Q4 20224.4K$2M+1.78%
Q3 20224.5K$2M+2.04%
Q2 20224.5K$2M+1.93%
Q1 20224.5K$3M+1.93%
Q4 20214.6K$3M+1.79%
Q3 20214.8K$2M+1.63%
Q2 20214.8K$2M+1.48%
Q1 20215.1K$2M+1.52%
Q4 20205.1K$2M+1.66%
Q3 20205.8K$2M+1.87%
Q2 20205.9K$2M+1.73%
Q1 20206.0K$2M+2.10%
Q4 20195.6K$2M+1.67%

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