SEC 13F Intelligence

Cetera Advisors LLC / COST

Cetera Advisors LLC’s Costco Wholesale Corporation Position

Does Cetera Advisors LLC own Costco Wholesale Corporation (COST)? Not currently — the last reported position was 40.8K shares worth $27M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$27M
Q4 2023
Shares
40.8K
% of Portfolio
+0.37%
Quarters Held
21
position exited

Position History COST

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $4MQ1 ’20: $4MQ2 ’20: $5MQ2 ’20Q3 ’20: $6MQ4 ’20: $8MQ1 ’21: $9MQ1 ’21Q2 ’21: $9MQ3 ’21: $11MQ4 ’21: $13MQ4 ’21Q1 ’22: $15MQ2 ’22: $14MQ3 ’22: $14MQ3 ’22Q4 ’22: $15MQ1 ’23: $15MQ2 ’23: $18MQ2 ’23Q3 ’23: $21MQ4 ’23: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202340.8K$27M+0.37%
Q3 202336.6K$21M+0.32%
Q2 202333.3K$18M+0.28%
Q1 202330.9K$15M+0.26%
Q4 202232.7K$15M+0.27%
Q3 202229.9K$14M+0.37%
Q2 202230.2K$14M+0.33%
Q1 202226.6K$15M+0.31%
Q4 202123.7K$13M+0.27%
Q3 202125.0K$11M+0.22%
Q2 202123.4K$9M+0.22%
Q1 202124.3K$9M+0.24%
Q4 202021.2K$8M+0.26%
Q3 202017.1K$6M+0.23%
Q2 202016.0K$5M+0.21%
Q1 202014.8K$4M+0.23%
Q4 201912.8K$4M+0.16%
Q3 201912.1K$3M+0.15%
Q2 201912.7K$3M+0.15%
Q1 201912.3K$3M+0.15%
Q4 201810.0K$2M+0.12%

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