SEC 13F Intelligence

Gratus Capital, LLC / COST

Gratus Capital, LLC’s Costco Wholesale Corporation Position

Does Gratus Capital, LLC own Costco Wholesale Corporation (COST)? Yes33.4K shares worth $28M (+1.14% of its 13F portfolio) as of Q2 2024, up from 32.0K shares the prior filed quarter.

Position Value
$28M
Q2 2024
Shares
33.4K
% of Portfolio
+1.14%
Quarters Held
23
currently held

Position History COST

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $12MQ3 ’19Q4 ’19: $12MQ1 ’20: $13MQ2 ’20: $14MQ2 ’20Q3 ’20: $12MQ4 ’20: $14MQ1 ’21: $12MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $19MQ4 ’21Q1 ’22: $20MQ2 ’22: $20MQ3 ’22: $22MQ3 ’22Q4 ’22: $22MQ1 ’23: $24MQ2 ’23: $25MQ2 ’23Q3 ’23: $27MQ4 ’23: $31MQ1 ’24: $23MQ1 ’24Q2 ’24: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202433.4K$28M+1.14%
Q1 202432.0K$23M+1.08%
Q4 202347.6K$31M+1.77%
Q3 202347.8K$27M+1.83%
Q2 202347.1K$25M+1.73%
Q1 202348.2K$24M+1.83%
Q4 202249.3K$22M+1.85%
Q3 202246.9K$22M+2.34%
Q2 202242.5K$20M+2.28%
Q1 202234.5K$20M+1.90%
Q4 202133.0K$19M+1.73%
Q3 202130.0K$13M+1.45%
Q2 202129.2K$12M+1.28%
Q1 202133.0K$12M+1.40%
Q4 202035.8K$14M+1.81%
Q3 202034.6K$12M+1.92%
Q2 202044.8K$14M+2.29%
Q1 202044.9K$13M+2.39%
Q4 201941.4K$12M+1.85%
Q3 201941.1K$12M+1.93%
Q2 201941.3K$11M+1.78%
Q1 201940.7K$10M+1.65%
Q4 201811.3K$2M+0.47%

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