SEC 13F Intelligence

Platt Wealth Management LLC / COST

Platt Wealth Management LLC’s Costco Wholesale Corporation Position

Does Platt Wealth Management LLC own Costco Wholesale Corporation (COST)? Yes2.8K shares worth $3M (+2.72% of its 13F portfolio) as of Q1 2026, up from 591 shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
2.8K
% of Portfolio
+2.72%
Quarters Held
2
currently held

Position History COST

Reported value by quarter
Q4 ’25: $509,000Q4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.8K$3M+2.72%
Q4 2025591$509,000+0.50%

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