SEC 13F Intelligence

Bnc Wealth Management, LLC / COST

Bnc Wealth Management, LLC’s Costco Wholesale Corporation Position

Does Bnc Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes5.9K shares worth $6M (+1.64% of its 13F portfolio) as of Q1 2026, up from 4.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
5.9K
% of Portfolio
+1.64%
Quarters Held
22
currently held

Position History COST

Reported value by quarter
Q3 ’20: $1MQ3 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $2MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$6M+1.64%
Q4 20254.6K$4M+1.03%
Q3 20254.3K$4M+0.99%
Q2 20254.2K$4M+1.22%
Q1 20254.0K$4M+1.38%
Q4 20246.6K$6M+2.00%
Q3 20246.4K$6M+2.10%
Q2 20246.3K$5M+1.99%
Q1 20242.2K$2M+0.70%
Q4 20232.3K$1M+0.70%
Q3 20232.3K$1M+0.68%
Q2 20232.9K$2M+0.82%
Q1 20235.3K$3M+1.47%
Q4 20225.3K$2M+1.43%
Q3 20225.3K$2M+1.51%
Q2 20225.5K$3M+1.38%
Q1 20225.3K$3M+1.52%
Q4 20215.2K$3M+1.39%
Q3 20214.9K$2M+1.32%
Q2 20214.8K$2M+1.16%
Q1 20214.6K$2M+1.15%
Q3 20204.2K$1M+1.05%

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