SEC 13F Intelligence

Financial Life Planners / COST

Financial Life Planners’s Costco Wholesale Corporation Position

Does Financial Life Planners own Costco Wholesale Corporation (COST)? Yes — 2.7K shares worth $3M (+2.07% of its 13F portfolio) as of Q1 2026, down from 2.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
2.7K
% of Portfolio
+2.07%
Quarters Held
6
currently held

Position History COST

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.7K$3M+2.07%
Q4 20252.8K$2M+1.71%
Q3 20252.8K$3M+1.75%
Q2 20252.8K$3M+2.25%
Q1 20252.4K$2M+2.25%
Q4 20242.5K$2M+1.89%

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