SEC 13F Intelligence

Peterson Wealth Services / COST

Peterson Wealth Services’s Costco Wholesale Corporation Position

Does Peterson Wealth Services own Costco Wholesale Corporation (COST)? Yes14.1K shares worth $14M (+3.47% of its 13F portfolio) as of Q1 2026, up from 13.9K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
14.1K
% of Portfolio
+3.47%
Quarters Held
17
currently held

Position History COST

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q4 ’23: $10MQ1 ’24: $10MQ2 ’24: $12MQ2 ’24Q3 ’24: $13MQ4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ4 ’25: $12MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.1K$14M+3.47%
Q4 202513.9K$12M+3.08%
Q3 20253.4K$13M+3.12%
Q2 202513.6K$13M+3.69%
Q1 202513.5K$13M+3.97%
Q4 202414.3K$13M+3.93%
Q3 202414.5K$13M+4.12%
Q2 202414.2K$12M+4.22%
Q1 202414.2K$10M+3.80%
Q4 202315.2K$10M+4.29%
Q2 202310.8K$6M+2.79%
Q1 202310.5K$5M+2.67%
Q4 202210.2K$5M+2.66%
Q3 202210.1K$5M+3.37%
Q2 20229.9K$5M+3.43%
Q1 202210.1K$6M+3.57%
Q4 20219.5K$5M+3.57%

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