Strategic Wealth Investment Group, LLC / COST
Strategic Wealth Investment Group, LLC’s Costco Wholesale Corporation Position
Does Strategic Wealth Investment Group, LLC own Costco Wholesale Corporation (COST)? Yes — 10.4K shares worth $10M (+1.31% of its 13F portfolio) as of Q1 2026, up from 10.3K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
10.4K
% of Portfolio
+1.31%
Quarters Held
25
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 10.4K | $10M | +1.31% |
| Q4 2025 | 10.3K | $9M | +1.09% |
| Q3 2025 | 14.5K | $13M | +1.13% |
| Q2 2025 | 934 | $924,443 | +1.34% |
| Q1 2025 | 930 | $879,400 | +1.53% |
| Q4 2024 | 69.1K | $35M | +1.30% |
| Q3 2024 | 12.6K | $11M | +1.18% |
| Q2 2024 | 19.5K | $17M | +2.09% |
| Q4 2023 | 18.4K | $12M | +1.83% |
| Q3 2023 | 16.4K | $9M | +1.68% |
| Q2 2023 | 14.5K | $8M | +1.24% |
| Q1 2023 | 12.6K | $6M | +1.16% |
| Q4 2022 | 10.6K | $5M | +1.18% |
| Q3 2022 | 9.4K | $4M | +1.27% |
| Q2 2022 | 9.2K | $4M | +1.10% |
| Q1 2022 | 10.2K | $6M | +1.40% |
| Q4 2021 | 9.2K | $5M | +1.36% |
| Q3 2021 | 8.3K | $4M | +1.11% |
| Q2 2021 | 6.9K | $3M | +0.96% |
| Q1 2021 | 5.1K | $2M | +0.86% |
| Q4 2020 | 3.7K | $1M | +0.81% |
| Q3 2020 | 3.4K | $1M | +0.90% |
| Q2 2020 | 3.0K | $895,000 | +0.88% |
| Q1 2020 | 2.6K | $736,000 | +1.20% |
| Q4 2019 | 3.0K | $881,000 | +0.91% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of COST.