SEC 13F Intelligence

Forefront Wealth Management Inc. / COST

Forefront Wealth Management Inc.’s Costco Wholesale Corporation Position

Does Forefront Wealth Management Inc. own Costco Wholesale Corporation (COST)? Yes — 4.7K shares worth $4M (+2.92% of its 13F portfolio) as of Q4 2025, down from 4.8K shares the prior filed quarter.

Position Value
$4M
Q4 2025
Shares
4.7K
% of Portfolio
+2.92%
Quarters Held
12
currently held

Position History COST

Reported value by quarter
Q1 ’22: $248,000Q1 ’22Q2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $4MQ3 ’25Q4 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20254.7K$4M+2.92%
Q3 20254.8K$4M+3.25%
Q2 20255.1K$5M+4.08%
Q1 20255.3K$5M+4.68%
Q4 20245.4K$5M+4.52%
Q3 20235.3K$3M+4.20%
Q2 20234.8K$3M+3.39%
Q1 20234.8K$2M+3.11%
Q4 20224.8K$2M+2.97%
Q3 20223.9K$2M+2.56%
Q2 20224.0K$2M+2.57%
Q1 2022430$248,000+0.25%

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