SEC 13F Intelligence

Urban Wealth Management, LLC / COST

Urban Wealth Management, LLC’s Costco Wholesale Corporation Position

Does Urban Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes — 2.3K shares worth $2M (+2.31% of its 13F portfolio) as of Q1 2026, up from 1.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.3K
% of Portfolio
+2.31%
Quarters Held
4
currently held

Position History COST

Reported value by quarter
Q4 ’20: $888,000Q4 ’20Q2 ’22: $266,000Q2 ’22Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.3K$2M+2.31%
Q4 20251.7K$1M+1.39%
Q2 2022556$266,000+0.90%
Q4 20202.4K$888,000+0.74%

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