Schwarz Dygos Wheeler Investment Advisors LLC / COST
Schwarz Dygos Wheeler Investment Advisors LLC’s Costco Wholesale Corporation Position
Does Schwarz Dygos Wheeler Investment Advisors LLC own Costco Wholesale Corporation (COST)? Yes — 5.0K shares worth $5M (+1.03% of its 13F portfolio) as of Q1 2026, down from 5.0K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
5.0K
% of Portfolio
+1.03%
Quarters Held
27
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.0K | $5M | +1.03% |
| Q4 2025 | 5.0K | $4M | +0.90% |
| Q3 2025 | 5.1K | $5M | +0.99% |
| Q2 2025 | 5.2K | $5M | +1.17% |
| Q1 2025 | 5.2K | $5M | +1.16% |
| Q4 2024 | 5.4K | $5M | +1.20% |
| Q3 2024 | 5.4K | $5M | +1.20% |
| Q2 2024 | 5.6K | $5M | +1.28% |
| Q1 2024 | 5.7K | $4M | +1.17% |
| Q4 2023 | 5.7K | $4M | +1.16% |
| Q3 2023 | 6.3K | $4M | +1.20% |
| Q2 2023 | 6.3K | $3M | +1.11% |
| Q1 2023 | 6.1K | $3M | +1.10% |
| Q4 2022 | 6.1K | $3M | +1.10% |
| Q3 2022 | 6.1K | $3M | +1.29% |
| Q2 2022 | 6.3K | $3M | +1.22% |
| Q1 2022 | 7.9K | $5M | +1.54% |
| Q4 2021 | 8.3K | $5M | +1.59% |
| Q3 2021 | 8.3K | $4M | +1.37% |
| Q2 2021 | 8.6K | $3M | +1.23% |
| Q1 2021 | 8.6K | $3M | +1.25% |
| Q4 2020 | 8.5K | $3M | +1.54% |
| Q3 2020 | 8.5K | $3M | +1.71% |
| Q2 2020 | 8.4K | $3M | +1.77% |
| Q1 2020 | 8.2K | $2M | +1.97% |
| Q4 2019 | 8.5K | $2M | +1.71% |
| Q3 2019 | 8.8K | $2M | +1.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of COST.