SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / COST

Nicholson Wealth Management Group, LLC’s Costco Wholesale Corporation Position

Does Nicholson Wealth Management Group, LLC own Costco Wholesale Corporation (COST)? Yes — 2.2K shares worth $2M (+1.26% of its 13F portfolio) as of Q1 2026, down from 2.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.2K
% of Portfolio
+1.26%
Quarters Held
7
currently held

Position History COST

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.2K$2M+1.26%
Q4 20252.2K$2M+1.12%
Q3 20252.1K$2M+1.13%
Q2 20252.0K$2M+1.21%
Q1 20251.9K$2M+1.17%
Q4 20241.9K$2M+1.14%
Q3 20241.5K$1M+1.08%

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