SEC 13F Intelligence

Aviso Wealth Management / COST

Aviso Wealth Management’s Costco Wholesale Corporation Position

Does Aviso Wealth Management own Costco Wholesale Corporation (COST)? Yes — 5.1K shares worth $5M (+2.30% of its 13F portfolio) as of Q1 2026, up from 4.7K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
5.1K
% of Portfolio
+2.30%
Quarters Held
10
currently held

Position History COST

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.1K$5M+2.30%
Q4 20254.7K$4M+1.70%
Q3 20254.1K$4M+1.67%
Q2 20253.7K$4M+1.73%
Q1 20253.1K$3M+1.58%
Q4 20243.0K$3M+1.38%
Q3 20243.0K$3M+1.45%
Q2 20242.9K$2M+1.47%
Q1 20243.0K$2M+1.38%
Q4 20233.2K$2M+1.51%

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