SEC 13F Intelligence

Bartlett & Co. LLC / COST

Bartlett & Co. LLC’s Costco Wholesale Corporation Position

Does Bartlett & Co. LLC own Costco Wholesale Corporation (COST)? Yes165.6K shares worth $112M (+1.82% of its 13F portfolio) as of Q4 2023, down from 168.4K shares the prior filed quarter.

Position Value
$112M
Q4 2023
Shares
165.6K
% of Portfolio
+1.82%
Quarters Held
18
currently held

Position History COST

Reported value by quarter
Q1 ’19: $988,000Q1 ’19Q2 ’19: $1MQ3 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $14MQ3 ’20: $31MQ4 ’20: $37MQ4 ’20Q1 ’21: $53MQ2 ’21: $61MQ3 ’21: $70MQ3 ’21Q1 ’22: $92MQ2 ’22: $76MQ3 ’22: $75MQ3 ’22Q4 ’22: $74MQ1 ’23: $81MQ2 ’23: $91MQ2 ’23Q3 ’23: $95MQ4 ’23: $112Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023165.6K$112M+1.82%
Q3 2023168.4K$95M+1.71%
Q2 2023169.2K$91M+1.58%
Q1 2023163.9K$81M+1.57%
Q4 2022161.8K$74M+1.49%
Q3 2022158.7K$75M+1.61%
Q2 2022157.6K$76M+1.53%
Q1 2022159.5K$92M+1.61%
Q3 2021155.8K$70M+1.34%
Q2 2021155.1K$61M+1.17%
Q1 2021149.6K$53M+1.06%
Q4 202098.6K$37M+0.79%
Q3 202087.0K$31M+0.73%
Q2 202047.5K$14M+0.38%
Q1 20209.2K$3M+0.08%
Q3 201910.0K$3M+0.08%
Q2 20194.1K$1M+0.04%
Q1 20194.1K$988,000+0.04%

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