SEC 13F Intelligence

Unify Financial Advisors / COST

Unify Financial Advisors’s Costco Wholesale Corporation Position

Does Unify Financial Advisors own Costco Wholesale Corporation (COST)? Yes1.3K shares worth $1M (+1.33% of its 13F portfolio) as of Q1 2026.

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

Position History COST

Reported value by quarter
Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.3K$1M+1.33%

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