SEC 13F Intelligence

Chapman Financial Group, LLC / COST

Chapman Financial Group, LLC’s Costco Wholesale Corporation Position

Does Chapman Financial Group, LLC own Costco Wholesale Corporation (COST)? Yes — 1.4K shares worth $1M (+1.02% of its 13F portfolio) as of Q1 2026.

Position Value
$1M
Q1 2026
Shares
1.4K
% of Portfolio
+1.02%
Quarters Held
5
currently held

Position History COST

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.4K$1M+1.02%
Q4 20251.4K$1M+0.84%
Q3 20251.3K$1M+0.85%
Q2 20251.3K$1M+1.11%
Q4 20241.5K$1M+1.09%

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