Sun Group Wealth Partners / COST
Sun Group Wealth Partners’s Costco Wholesale Corporation Position
Does Sun Group Wealth Partners own Costco Wholesale Corporation (COST)? Yes — 10.3K shares worth $10M (+8.03% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
10.3K
% of Portfolio
+8.03%
Quarters Held
2
currently held
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 Sun Group Wealth Partners’s full portfolio or all institutional holders of COST.