SEC 13F Intelligence

Xponance LLC / COST

Xponance LLC’s Costco Wholesale Corporation Position

Does Xponance LLC own Costco Wholesale Corporation (COST)? Yes130.9K shares worth $130M (+0.93% of its 13F portfolio) as of Q1 2026, up from 122.4K shares the prior filed quarter.

Position Value
$130M
Q1 2026
Shares
130.9K
% of Portfolio
+0.93%
Quarters Held
24
currently held

Position History COST

Reported value by quarter
Q2 ’20: $18MQ2 ’20Q3 ’20: $21MQ4 ’20: $27MQ1 ’21: $25MQ1 ’21Q2 ’21: $34MQ3 ’21: $37MQ4 ’21: $50MQ4 ’21Q1 ’22: $52MQ2 ’22: $41MQ3 ’22: $42MQ3 ’22Q4 ’22: $44MQ1 ’23: $53MQ2 ’23: $53MQ2 ’23Q3 ’23: $56MQ4 ’23: $68MQ1 ’24: $76MQ1 ’24Q2 ’24: $96MQ3 ’24: $99MQ4 ’24: $103MQ4 ’24Q1 ’25: $108MQ2 ’25: $117MQ3 ’25: $108MQ3 ’25Q4 ’25: $106MQ1 ’26: $130Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.9K$130M+0.93%
Q4 2025122.4K$106M+0.79%
Q3 2025116.7K$108M+0.86%
Q2 2025118.2K$117M+0.98%
Q1 2025114.4K$108M+1.05%
Q4 2024112.8K$103M+0.94%
Q3 2024111.3K$99M+0.95%
Q2 2024112.7K$96M+0.98%
Q1 2024103.2K$76M+0.79%
Q4 2023102.3K$68M+0.81%
Q3 202398.7K$56M+0.76%
Q2 202397.6K$53M+0.70%
Q1 2023105.8K$53M+0.77%
Q4 202297.5K$44M+0.72%
Q3 202288.3K$42M+0.80%
Q2 202286.1K$41M+0.83%
Q1 202289.7K$52M+0.86%
Q4 202188.9K$50M+0.79%
Q3 202182.8K$37M+0.71%
Q2 202185.0K$34M+0.62%
Q1 202170.8K$25M+0.53%
Q4 202070.9K$27M+0.58%
Q3 202058.4K$21M+0.51%
Q2 202058.4K$18M+0.46%

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