SEC 13F Intelligence

Ground Swell Capital, LLC / COST

Ground Swell Capital, LLC’s Costco Wholesale Corporation Position

Does Ground Swell Capital, LLC own Costco Wholesale Corporation (COST)? Not currently — the last reported position was 2.0K shares worth $2M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2024
Shares
2.0K
% of Portfolio
+1.30%
Quarters Held
4
position exited

Position History COST

Reported value by quarter
Q1 ’21: $1MQ1 ’21Q4 ’21: $225,000Q4 ’21Q2 ’23: $524,382Q2 ’23Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20242.0K$2M+1.30%
Q2 2023974$524,382+0.64%
Q4 2021396$225,000+1.31%
Q1 20213.9K$1M+4.42%

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