SEC 13F Intelligence

Asset Planning,Inc / COST

Asset Planning,Inc’s Costco Wholesale Corporation Position

Does Asset Planning,Inc own Costco Wholesale Corporation (COST)? Yes — 7.4K shares worth $7M (+5.25% of its 13F portfolio) as of Q1 2026, up from 7.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
7.4K
% of Portfolio
+5.25%
Quarters Held
6
currently held

Position History COST

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.4K$7M+5.25%
Q4 20257.4K$6M+4.47%
Q3 20257.4K$7M+4.95%
Q2 20257.4K$7M+5.52%
Q1 20257.4K$7M+5.51%
Q4 20247.5K$7M+5.23%

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