Kw Wealth Management LLC / COST
Kw Wealth Management LLC’s Costco Wholesale Corporation Position
Does Kw Wealth Management LLC own Costco Wholesale Corporation (COST)? Not currently — the last reported position was 2.2K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
2.2K
% of Portfolio
+2.91%
Quarters Held
2
position exited
Position History COST
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kw Wealth Management LLC’s full portfolio or all institutional holders of COST.