SEC 13F Intelligence

My Legacy Advisors, LLC / COST

My Legacy Advisors, LLC’s Costco Wholesale Corporation Position

Does My Legacy Advisors, LLC own Costco Wholesale Corporation (COST)? Yes — 3.0K shares worth $3M (+1.02% of its 13F portfolio) as of Q2 2025, up from 2.9K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
3.0K
% of Portfolio
+1.02%
Quarters Held
13
currently held

Position History COST

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20253.0K$3M+1.02%
Q1 20252.9K$3M+1.06%
Q4 20242.6K$2M+0.93%
Q3 20242.6K$2M+0.92%
Q2 20243.2K$2M+0.78%
Q4 20233.6K$2M+0.87%
Q3 20233.5K$2M+0.82%
Q2 20233.5K$2M+0.73%
Q1 20233.4K$2M+0.71%
Q4 20223.4K$2M+0.74%
Q3 20223.2K$1M+0.74%
Q2 20223.1K$2M+0.76%
Q1 20223.0K$2M+0.79%

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