SEC 13F Intelligence

Prosperity Financial Group, Inc. / COST

Prosperity Financial Group, Inc.’s Costco Wholesale Corporation Position

Does Prosperity Financial Group, Inc. own Costco Wholesale Corporation (COST)? Yes — 3.3K shares worth $3M (+1.23% of its 13F portfolio) as of Q1 2026, down from 3.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.3K
% of Portfolio
+1.23%
Quarters Held
11
currently held

Position History COST

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$3M+1.23%
Q4 20253.4K$3M+1.05%
Q3 20253.4K$3M+1.14%
Q2 20253.3K$3M+1.39%
Q1 20253.3K$3M+1.54%
Q4 20243.3K$3M+1.49%
Q3 20243.1K$3M+1.56%
Q2 20243.0K$3M+1.59%
Q1 20243.0K$2M+1.35%
Q4 20232.9K$2M+1.31%
Q3 20232.8K$2M+1.32%

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