SEC 13F Intelligence

Stiles Financial Services Inc / COST

Stiles Financial Services Inc’s Costco Wholesale Corporation Position

Does Stiles Financial Services Inc own Costco Wholesale Corporation (COST)? Yes8.9K shares worth $9M (+2.70% of its 13F portfolio) as of Q1 2026, up from 8.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
8.9K
% of Portfolio
+2.70%
Quarters Held
18
currently held

Position History COST

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $8MQ3 ’25Q4 ’25: $8MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.9K$9M+2.70%
Q4 20258.7K$8M+2.32%
Q3 20258.6K$8M+2.52%
Q2 20258.5K$8M+2.93%
Q1 20258.4K$8M+3.05%
Q4 20248.4K$8M+2.79%
Q3 20248.4K$7M+2.61%
Q2 20248.2K$7M+2.70%
Q1 20248.4K$6M+2.46%
Q4 20238.3K$6M+2.50%
Q3 20238.4K$5M+2.46%
Q2 20238.3K$4M+2.21%
Q1 20238.3K$4M+2.21%
Q4 20228.1K$4M+2.11%
Q3 20228.3K$4M+2.38%
Q2 20227.9K$4M+2.27%
Q1 20227.4K$4M+2.12%
Q4 20217.2K$4M+1.97%

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