SEC 13F Intelligence

Wealthplan Partners, LLC / COST

Wealthplan Partners, LLC’s Costco Wholesale Corporation Position

Does Wealthplan Partners, LLC own Costco Wholesale Corporation (COST)? Yes — 8.0K shares worth $8M (+1.54% of its 13F portfolio) as of Q1 2026, down from 9.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
8.0K
% of Portfolio
+1.54%
Quarters Held
26
currently held

Position History COST

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $8MQ4 ’20: $10MQ1 ’21: $11MQ1 ’21Q2 ’21: $13MQ4 ’21: $15MQ1 ’22: $15MQ4 ’22: $14MQ4 ’22Q1 ’23: $7MQ2 ’23: $5MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $13MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.0K$8M+1.54%
Q4 20259.1K$8M+1.17%
Q3 202510.0K$9M+1.38%
Q2 20259.0K$9M+1.43%
Q1 202510.6K$10M+1.41%
Q4 202410.8K$10M+1.40%
Q3 202411.7K$10M+1.39%
Q2 202415.3K$13M+1.39%
Q1 202414.7K$11M+1.12%
Q4 202313.9K$9M+0.94%
Q3 202313.4K$8M+0.88%
Q2 20239.1K$5M+0.70%
Q1 202313.1K$7M+0.74%
Q4 202227.0K$14M+0.95%
Q1 202228.5K$15M+1.05%
Q4 202130.0K$15M+1.00%
Q2 202129.7K$13M+0.93%
Q1 202129.5K$11M+0.86%
Q4 202028.3K$10M+0.86%
Q2 202024.7K$8M+0.86%
Q1 202021.1K$6M+0.82%
Q4 201918.1K$6M+0.67%
Q3 201917.7K$5M+0.73%
Q2 201917.4K$5M+0.72%
Q1 201920.2K$5M+0.77%
Q4 201820.1K$4M+0.70%

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