SEC 13F Intelligence

Buckley Wealth Management, LLC / COST

Buckley Wealth Management, LLC’s Costco Wholesale Corporation Position

Does Buckley Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes — 14.2K shares worth $14M (+3.62% of its 13F portfolio) as of Q1 2026, up from 14.1K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
14.2K
% of Portfolio
+3.62%
Quarters Held
30
currently held

Position History COST

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ3 ’25: $12MQ4 ’25: $12MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.2K$14M+3.62%
Q4 202514.1K$12M+3.22%
Q3 202513.0K$12M+3.30%
Q2 20259.9K$10M+2.93%
Q1 202510.1K$10M+2.96%
Q4 202410.1K$9M+2.84%
Q3 202410.3K$9M+2.81%
Q2 202410.7K$9M+2.88%
Q1 202410.7K$8M+2.52%
Q4 202311.2K$7M+2.57%
Q3 202311.3K$6M+2.39%
Q2 202311.1K$6M+2.02%
Q1 20239.9K$5M+1.82%
Q4 202210.1K$5M+1.68%
Q3 202210.2K$5M+1.77%
Q2 202211.3K$5M+1.75%
Q1 202211.4K$7M+1.78%
Q4 202111.7K$7M+1.94%
Q3 202111.8K$5M+1.71%
Q2 202111.8K$5M+1.60%
Q1 202111.9K$4M+1.55%
Q4 20209.0K$3M+1.39%
Q3 20209.1K$3M+1.45%
Q2 20209.1K$3M+1.25%
Q1 20209.3K$3M+1.44%
Q4 20199.9K$3M+1.33%
Q3 20199.9K$3M+1.40%
Q2 201911.5K$3M+1.43%
Q1 201911.6K$3M+1.33%
Q4 201811.7K$2M+1.23%

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