SEC 13F Intelligence

Birch Hill Investment Advisors LLC / COST

Birch Hill Investment Advisors LLC’s Costco Wholesale Corporation Position

Does Birch Hill Investment Advisors LLC own Costco Wholesale Corporation (COST)? Yes35.0K shares worth $35M (+1.57% of its 13F portfolio) as of Q1 2026, down from 35.3K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
35.0K
% of Portfolio
+1.57%
Quarters Held
26
currently held

Position History COST

Reported value by quarter
Q4 ’19: $34MQ4 ’19Q1 ’20: $32MQ2 ’20: $31MQ3 ’20: $36MQ4 ’20: $36MQ4 ’20Q1 ’21: $26MQ2 ’21: $28MQ3 ’21: $32MQ4 ’21: $39MQ4 ’21Q1 ’22: $35MQ2 ’22: $28MQ3 ’22: $25MQ4 ’22: $24MQ4 ’22Q1 ’23: $25MQ2 ’23: $27MQ3 ’23: $28MQ4 ’23: $31MQ4 ’23Q1 ’24: $32MQ2 ’24: $36MQ3 ’24: $36MQ4 ’24: $36MQ4 ’24Q1 ’25: $35MQ2 ’25: $35MQ3 ’25: $33MQ4 ’25: $30MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.0K$35M+1.57%
Q4 202535.3K$30M+1.27%
Q3 202535.5K$33M+1.39%
Q2 202535.7K$35M+1.57%
Q1 202536.7K$35M+1.64%
Q4 202439.1K$36M+1.66%
Q3 202440.1K$36M+1.67%
Q2 202442.6K$36M+1.75%
Q1 202444.2K$32M+1.58%
Q4 202347.6K$31M+1.67%
Q3 202349.4K$28M+1.66%
Q2 202349.6K$27M+1.53%
Q1 202350.4K$25M+1.56%
Q4 202252.6K$24M+1.53%
Q3 202253.3K$25M+1.70%
Q2 202258.6K$28M+1.75%
Q1 202261.6K$35M+1.89%
Q4 202168.9K$39M+1.94%
Q3 202170.2K$32M+1.70%
Q2 202171.5K$28M+1.52%
Q1 202173.5K$26M+1.48%
Q4 202095.0K$36M+2.14%
Q3 2020101.4K$36M+2.39%
Q2 2020102.8K$31M+2.29%
Q1 2020111.8K$32M+2.79%
Q4 2019114.8K$34M+2.23%

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