SEC 13F Intelligence

Challenger Wealth Management / COST

Challenger Wealth Management’s Costco Wholesale Corporation Position

Does Challenger Wealth Management own Costco Wholesale Corporation (COST)? Yes — 2.4K shares worth $2M (+1.91% of its 13F portfolio) as of Q1 2026, up from 2.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.4K
% of Portfolio
+1.91%
Quarters Held
6
currently held

Position History COST

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.4K$2M+1.91%
Q4 20252.4K$2M+1.55%
Q3 20252.2K$2M+1.61%
Q2 20252.7K$3M+1.87%
Q1 20252.5K$2M+1.90%
Q4 20242.5K$2M+2.01%

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