SEC 13F Intelligence

Harold Davidson & Associates Inc. / COST

Harold Davidson & Associates Inc.’s Costco Wholesale Corporation Position

Does Harold Davidson & Associates Inc. own Costco Wholesale Corporation (COST)? Yes — 5.5K shares worth $5M (+2.67% of its 13F portfolio) as of Q1 2026, down from 5.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
5.5K
% of Portfolio
+2.67%
Quarters Held
4
currently held

Position History COST

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.5K$5M+2.67%
Q4 20255.5K$5M+2.11%
Q3 20255.8K$5M+2.43%
Q2 20254.1K$4M+2.62%

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