Wambolt & Associates, LLC / COST
Wambolt & Associates, LLC’s Costco Wholesale Corporation Position
Does Wambolt & Associates, LLC own Costco Wholesale Corporation (COST)? Yes — 4.2K shares worth $4M (+1.40% of its 13F portfolio) as of Q2 2025, down from 4.5K shares the prior filed quarter.
Position Value
$4M
Q2 2025
Shares
4.2K
% of Portfolio
+1.40%
Quarters Held
18
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 4.2K | $4M | +1.40% |
| Q1 2025 | 4.5K | $4M | +1.46% |
| Q4 2024 | 4.9K | $4M | +1.44% |
| Q3 2024 | 6.2K | $5M | +1.49% |
| Q2 2024 | 6.3K | $5M | +1.54% |
| Q1 2024 | 6.3K | $5M | +1.36% |
| Q4 2023 | 6.5K | $4M | +1.41% |
| Q3 2023 | 6.0K | $3M | +1.25% |
| Q2 2023 | 4.3K | $2M | +0.82% |
| Q1 2023 | 3.9K | $2M | +0.69% |
| Q4 2022 | 3.6K | $2M | +0.63% |
| Q3 2022 | 3.3K | $2M | +0.67% |
| Q2 2022 | 3.3K | $2M | +0.63% |
| Q1 2022 | 2.7K | $2M | +0.57% |
| Q4 2021 | 2.1K | $1M | +0.42% |
| Q3 2021 | 1.4K | $630,000 | +0.25% |
| Q2 2021 | 1.2K | $458,000 | +0.19% |
| Q1 2021 | 583 | $207,000 | +0.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wambolt & Associates, LLC’s full portfolio or all institutional holders of COST.