Hfr Wealth Management, LLC / COST
Hfr Wealth Management, LLC’s Costco Wholesale Corporation Position
Does Hfr Wealth Management, LLC own Costco Wholesale Corporation (COST)? Yes — 18.3K shares worth $18M (+4.48% of its 13F portfolio) as of Q1 2026, down from 18.7K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
18.3K
% of Portfolio
+4.48%
Quarters Held
20
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.3K | $18M | +4.48% |
| Q4 2025 | 18.7K | $16M | +3.81% |
| Q3 2025 | 18.7K | $17M | +3.98% |
| Q2 2025 | 18.8K | $19M | +4.50% |
| Q1 2025 | 18.8K | $18M | +4.34% |
| Q4 2024 | 19.1K | $17M | +4.32% |
| Q3 2024 | 19.2K | $17M | +4.13% |
| Q2 2024 | 19.0K | $16M | +4.12% |
| Q1 2024 | 19.1K | $14M | +3.53% |
| Q4 2023 | 19.2K | $12,706 | +3.44% |
| Q3 2023 | 19.2K | $10,875 | +3.18% |
| Q2 2023 | 19.5K | $10,500 | +2.92% |
| Q1 2023 | 19.4K | $9,660 | +2.74% |
| Q4 2022 | 19.4K | $8,875 | +2.58% |
| Q3 2022 | 19.5K | $9M | +3.00% |
| Q2 2022 | 19.7K | $9M | +2.85% |
| Q1 2022 | 20.4K | $12M | +3.11% |
| Q4 2021 | 26.4K | $15M | +3.76% |
| Q3 2021 | 26.4K | $12M | +3.45% |
| Q2 2021 | 25.8K | $10M | +3.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of COST.