SEC 13F Intelligence

Newedge Advisors, LLC / COST

Newedge Advisors, LLC’s Costco Wholesale Corporation Position

Does Newedge Advisors, LLC own Costco Wholesale Corporation (COST)? Yes152.9K shares worth $152M (+0.55% of its 13F portfolio) as of Q2 2026, down from 154.3K shares the prior filed quarter.

Position Value
$152M
Q2 2026
Shares
152.9K
% of Portfolio
+0.55%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $982,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $8MQ4 ’20: $6MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $7MQ4 ’21: $19MQ4 ’21Q1 ’22: $19MQ2 ’22: $19MQ3 ’22: $19MQ4 ’22: $13MQ4 ’22Q1 ’23: $25MQ2 ’23: $28MQ3 ’23: $35MQ4 ’23: $46MQ4 ’23Q1 ’24: $52MQ2 ’24: $67MQ3 ’24: $73MQ4 ’24: $77MQ4 ’24Q1 ’25: $82MQ2 ’25: $87MQ3 ’25: $85MQ4 ’25: $133MQ4 ’25Q2 ’26: $152Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026152.9K$152M+0.55%
Q4 2025154.3K$133M+0.48%
Q3 202591.6K$85M+0.39%
Q2 202587.4K$87M+0.45%
Q1 202586.5K$82M+0.49%
Q4 202484.3K$77M+0.46%
Q3 202482.6K$73M+0.47%
Q2 202479.1K$67M+0.49%
Q1 202470.9K$52M+0.45%
Q4 202368.9K$46M+0.44%
Q3 202361.3K$35M+0.38%
Q2 202352.4K$28M+0.32%
Q1 202350.5K$25M+0.31%
Q4 202247.6K$13M+0.36%
Q3 202239.8K$19M+0.31%
Q2 202239.5K$19M+0.31%
Q1 202233.3K$19M+0.31%
Q4 202132.9K$19M+0.28%
Q3 202116.6K$7M+0.18%
Q2 202113.0K$5M+0.14%
Q1 202112.8K$4M+0.13%
Q4 202015.2K$6M+0.19%
Q3 202022.9K$8M+0.28%
Q2 202016.4K$5M+0.19%
Q1 202015.4K$4M+0.21%
Q4 20197.7K$2M+0.09%
Q3 20197.4K$2M+0.10%
Q2 20195.1K$1M+0.08%
Q1 20194.8K$1M+0.07%
Q4 20184.8K$982,000+0.06%

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