SEC 13F Intelligence

Ark Wealth Advisors LLC / COST

Ark Wealth Advisors LLC’s Costco Wholesale Corporation Position

Does Ark Wealth Advisors LLC own Costco Wholesale Corporation (COST)? Yes1.3K shares worth $1M (+1.33% of its 13F portfolio) as of Q1 2026, up from 434 shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
1.3K
% of Portfolio
+1.33%
Quarters Held
2
currently held

Position History COST

Reported value by quarter
Q4 ’25: $374,256Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.3K$1M+1.33%
Q4 2025434$374,256+0.40%

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