BUILDER INVESTMENT GROUP INC /ADV COST — COSTCO WHSL CORP NEW

Ownership history in BUILDER INVESTMENT GROUP INC /ADV  ·  14 quarters on record

AI Ownership Summary

BUILDER INVESTMENT GROUP INC /ADV reported COSTCO WHSL CORP NEW (COST) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows COST at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUILDER INVESTMENT GROUP INC /ADV's position in COSTCO WHSL CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COST was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COST stock page BUILDER INVESTMENT GROUP INC /ADV fund profile BUILDER INVESTMENT GROUP INC /ADV full holdings
How BUILDER INVESTMENT GROUP INC /ADV held COST — position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,150 — 0% 0.25% $1.1M 2026-04-14 $973.39
2025 Q4 UNCHANGED — — — 1,150 — 0% 0.21% $992K 2026-01-28 $958.08
2025 Q3 UNCHANGED — — — 1,150 — 0% 0.24% $1.1M 2025-10-14 $942.52
2025 Q2 UNCHANGED — — — 1,150 — 0% 0.28% $1.1M 2025-07-16 $946.04
2025 Q1 UNCHANGED — — — 1,150 — 0% 0.31% $1.1M 2025-04-21 $951.17
2024 Q4 UNCHANGED — — — 1,150 — 0% 0.29% $1.1M 2025-01-14 $909.90
2024 Q3 ADDED — — — 1,150 +30 +2.7% 0.27% $1.0M 2024-10-21 $878.52
2024 Q2 UNCHANGED — — — 1,120 — 0% 0.26% $952K 2024-07-31 $814.35
2024 Q1 UNCHANGED — — — 1,120 — 0% 0.24% $821K 2024-05-13 $766.85
2023 Q4 UNCHANGED — — — 1,120 — 0% 0.27% $739K 2024-01-22 $682.99
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COST

As of 2026 Q1 — sorted by position size

Emerald Advisors, LLC 3Y 76.81% WORLDLY PARTNERS MANAGEMENT, LLC 3Y 41.96% I.G.Y. Ltd 3Y 39.95% STEGINSKY CAPITAL LLC 3Y 7Y 22.3% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 18.84% Greenbrier Partners Capital Management, LLC 3Y 7Y 17.07% Chapman Investment Management, LLC 3Y 11.9% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 11.39% Aljian Capital Management, LLC 3Y 7Y 11.19% UNIO CAPITAL LLC 3Y 7Y 10.92%

FAQ About BUILDER INVESTMENT GROUP INC /ADV and COST

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUILDER INVESTMENT GROUP INC /ADV reported owning COST?

BUILDER INVESTMENT GROUP INC /ADV reported COST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported COST position in BUILDER INVESTMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for COST was 0.31% in 2025 Q1.

What is the latest reported COST position on this page?

The most recent filing on this page is 2026 Q1, when BUILDER INVESTMENT GROUP INC /ADV reported 1,150 shares, equal to 0.25% of portfolio, with an estimated market value of $1.1M.

What does the chart on this COST ownership page compare?

The chart compares BUILDER INVESTMENT GROUP INC /ADV's quarterly COST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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