SEC 13F Intelligence

Moser Wealth Advisors, LLC / COST

Moser Wealth Advisors, LLC’s Costco Wholesale Corporation Position

Does Moser Wealth Advisors, LLC own Costco Wholesale Corporation (COST)? Yes4.6K shares worth $5M (+2.18% of its 13F portfolio) as of Q2 2025, up from 4.4K shares the prior filed quarter.

Position Value
$5M
Q2 2025
Shares
4.6K
% of Portfolio
+2.18%
Quarters Held
22
currently held

Position History COST

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $1MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $5MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20254.6K$5M+2.18%
Q1 20254.4K$4M+2.17%
Q4 20244.2K$4M+2.01%
Q3 20244.3K$4M+1.96%
Q2 20244.3K$4M+1.97%
Q1 20244.2K$3M+1.71%
Q4 20234.1K$3M+1.73%
Q3 20234.1K$2M+1.64%
Q2 20234.1K$2M+1.50%
Q4 20224.2K$2M+1.43%
Q3 20224.0K$2M+1.49%
Q2 20223.9K$2M+1.40%
Q1 20223.9K$2M+1.39%
Q4 20213.9K$2M+1.35%
Q3 20214.0K$2M+1.16%
Q2 20214.0K$2M+1.03%
Q1 20213.9K$1M+0.96%
Q4 20203.6K$1M+1.01%
Q3 20203.7K$1M+1.04%
Q2 20203.6K$1M+1.05%
Q1 20203.6K$1M+1.21%
Q4 20193.5K$1M+1.00%

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