SEC 13F Intelligence

Pointe Capital Management LLC / COST

Pointe Capital Management LLC’s Costco Wholesale Corporation Position

Does Pointe Capital Management LLC own Costco Wholesale Corporation (COST)? Yes3.3K shares worth $3M (+1.62% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
3.3K
% of Portfolio
+1.62%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $708,000Q4 ’18Q1 ’19: $834,000Q2 ’19: $910,000Q3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $1,575Q4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$3M+1.62%
Q4 20253.3K$3M+1.41%
Q3 20253.3K$3M+1.49%
Q2 20253.3K$3M+1.69%
Q1 20253.3K$3M+1.82%
Q4 20243.5K$3M+1.82%
Q3 20243.5K$3M+1.79%
Q2 20243.4K$3M+1.81%
Q1 20243.4K$3M+1.54%
Q4 20233.5K$2M+1.58%
Q3 20233.5K$2M+1.44%
Q2 20233.5K$2M+1.40%
Q1 20233.5K$2M+1.23%
Q4 20223.5K$1,575+1.21%
Q3 20223.5K$2M+1.34%
Q2 20223.5K$2M+1.27%
Q1 20223.5K$2M+1.31%
Q4 20213.5K$2M+1.23%
Q3 20213.5K$2M+1.11%
Q2 20213.5K$1M+0.99%
Q1 20213.5K$1M+0.89%
Q4 20203.5K$1M+1.14%
Q3 20203.5K$1M+1.10%
Q2 20203.6K$1M+0.98%
Q1 20203.6K$1M+1.00%
Q4 20193.5K$1M+0.87%
Q3 20193.5K$1M+0.86%
Q2 20193.4K$910,000+0.75%
Q1 20193.4K$834,000+0.70%
Q4 20183.4K$708,000+0.69%

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