SEC 13F Intelligence

Turn8 Private Wealth Inc. / COST

Turn8 Private Wealth Inc.’s Costco Wholesale Corporation Position

Does Turn8 Private Wealth Inc. own Costco Wholesale Corporation (COST)? Not currently — the last reported position was 3.8K shares worth $3M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
3.8K
% of Portfolio
+2.36%
Quarters Held
4
position exited

Position History COST

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20253.8K$3M+2.36%
Q3 20253.9K$4M+2.58%
Q2 20253.7K$4M+2.59%
Q1 20253.6K$3M+2.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Turn8 Private Wealth Inc.’s full portfolio or all institutional holders of COST.