Bradley & Co. Private Wealth Management, LLC / COST
Bradley & Co. Private Wealth Management, LLC’s Costco Wholesale Corporation Position
Does Bradley & Co. Private Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes — 11.7K shares worth $12M (+6.15% of its 13F portfolio) as of Q1 2026, up from 10.9K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
11.7K
% of Portfolio
+6.15%
Quarters Held
20
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.7K | $12M | +6.15% |
| Q4 2025 | 10.9K | $9M | +4.99% |
| Q3 2025 | 11.1K | $10M | +5.68% |
| Q2 2025 | 11.0K | $11M | +6.69% |
| Q1 2025 | 11.1K | $11M | +7.18% |
| Q4 2024 | 11.8K | $11M | +6.74% |
| Q2 2024 | 11.1K | $9M | +6.97% |
| Q1 2024 | 11.6K | $8M | +6.87% |
| Q4 2023 | 12.1K | $8M | +7.36% |
| Q3 2023 | 12.1K | $7M | +7.11% |
| Q2 2023 | 12.1K | $7M | +6.44% |
| Q1 2023 | 11.9K | $6M | +6.46% |
| Q4 2022 | 12.9K | $6M | +7.16% |
| Q3 2022 | 12.6K | $6M | +7.10% |
| Q2 2022 | 12.6K | $6M | +6.65% |
| Q1 2022 | 12.5K | $7M | +6.17% |
| Q4 2021 | 14.0K | $8M | +6.37% |
| Q3 2021 | 14.1K | $6M | +5.47% |
| Q2 2021 | 14.3K | $6M | +4.92% |
| Q1 2021 | 14.0K | $5M | +4.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley & Co. Private Wealth Management, LLC’s full portfolio or all institutional holders of COST.