Jessup Wealth Management, Inc / COST
Jessup Wealth Management, Inc’s Costco Wholesale Corporation Position
Does Jessup Wealth Management, Inc own Costco Wholesale Corporation (COST)? Yes — 11.0K shares worth $11M (+3.99% of its 13F portfolio) as of Q1 2026, up from 3.9K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
11.0K
% of Portfolio
+3.99%
Quarters Held
14
currently held
Position History COST
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.0K | $11M | +3.99% |
| Q4 2025 | 3.9K | $3M | +1.10% |
| Q3 2025 | 3.9K | $4M | +1.33% |
| Q2 2025 | 3.9K | $4M | +1.54% |
| Q1 2025 | 4.0K | $4M | +1.57% |
| Q4 2024 | 4.1K | $4M | +1.60% |
| Q3 2024 | 4.1K | $4M | +1.67% |
| Q2 2024 | 5.3K | $5M | +1.92% |
| Q1 2024 | 5.4K | $4M | +1.68% |
| Q4 2023 | 5.4K | $4M | +1.78% |
| Q3 2023 | 5.4K | $3M | +1.76% |
| Q2 2023 | 5.6K | $3M | +1.60% |
| Q1 2023 | 4.9K | $2M | +1.45% |
| Q4 2022 | 5.0K | $2M | +1.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of COST.