SEC 13F Intelligence

Cfm Wealth Partners LLC / COST

Cfm Wealth Partners LLC’s Costco Wholesale Corporation Position

Does Cfm Wealth Partners LLC own Costco Wholesale Corporation (COST)? Yes — 12.5K shares worth $12M (+1.86% of its 13F portfolio) as of Q1 2026, down from 12.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
12.5K
% of Portfolio
+1.86%
Quarters Held
26
currently held

Position History COST

Reported value by quarter
Q4 ’19: $66,000Q4 ’19Q1 ’20: $567,000Q2 ’20: $812,000Q3 ’20: $978,000Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $7MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.5K$12M+1.86%
Q4 202512.6K$11M+1.57%
Q3 202512.4K$12M+1.67%
Q2 202512.2K$12M+1.91%
Q1 202511.9K$11M+1.98%
Q4 202411.2K$10M+1.74%
Q3 202410.8K$10M+1.68%
Q2 202410.1K$9M+1.57%
Q1 20249.3K$7M+1.37%
Q4 20237.8K$5M+1.17%
Q3 20237.6K$4M+1.12%
Q2 20236.4K$3M+0.84%
Q1 20236.0K$3M+0.80%
Q4 20225.5K$3M+0.75%
Q3 20225.3K$3M+0.80%
Q2 20225.1K$2M+0.73%
Q1 20224.8K$3M+0.66%
Q4 20214.8K$3M+0.61%
Q3 20214.3K$2M+0.49%
Q2 20214.0K$2M+0.42%
Q1 20214.4K$2M+0.47%
Q4 20204.2K$2M+0.50%
Q3 20202.8K$978,000+0.36%
Q2 20202.7K$812,000+0.31%
Q1 20202.0K$567,000+0.26%
Q4 2019219$66,000+0.02%

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