Transform Wealth, LLC’s Costco Wholesale Corporation Position
Does Transform Wealth, LLC own Costco Wholesale Corporation (COST)? Yes — 18.9K shares worth $18M (+1.08% of its 13F portfolio) as of Q1 2025, down from 19.2K shares the prior filed quarter.
Position Value
$18M
Q1 2025
Shares
18.9K
% of Portfolio
+1.08%
Quarters Held
26
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 18.9K | $18M | +1.08% |
| Q4 2024 | 19.2K | $18M | +0.97% |
| Q3 2024 | 16.7K | $15M | +0.98% |
| Q2 2024 | 16.5K | $14M | +1.05% |
| Q1 2024 | 16.4K | $12M | +1.14% |
| Q4 2023 | 22.2K | $15M | +1.46% |
| Q3 2023 | 21.9K | $12M | +1.30% |
| Q2 2023 | 28.1K | $15M | +1.36% |
| Q1 2023 | 28.1K | $14M | +1.32% |
| Q4 2022 | 21.9K | $10M | +1.12% |
| Q3 2022 | 15.3K | $7M | +0.94% |
| Q2 2022 | 15.2K | $7M | +1.09% |
| Q1 2022 | 18.8K | $11M | +1.21% |
| Q4 2021 | 23.6K | $13M | +1.40% |
| Q3 2021 | 23.2K | $10M | +1.20% |
| Q2 2021 | 23.6K | $9M | +1.14% |
| Q1 2021 | 16.6K | $6M | +1.17% |
| Q4 2020 | 15.5K | $6M | +1.22% |
| Q3 2020 | 21.8K | $8M | +1.25% |
| Q2 2020 | 21.2K | $6M | +1.10% |
| Q1 2020 | 20.2K | $6M | +1.23% |
| Q4 2019 | 16.8K | $5M | +0.78% |
| Q3 2019 | 14.6K | $4M | +0.75% |
| Q2 2019 | 13.5K | $4M | +0.53% |
| Q1 2019 | 12.7K | $3M | +0.57% |
| Q4 2018 | 12.6K | $3M | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of COST.