COST β€” COSTCO WHSL CORP NEW COM

Ownership history in COMMONS CAPITAL, LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which COMMONS CAPITAL, LLC reported a position in COSTCO WHSL CORP NEW COM (COST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.81% (2024 Q2)
πŸ“Š Avg. % of fund
2.24%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

COMMONS CAPITAL, LLC Γ— COST AI Analytics

πŸ“ˆ COMMONS CAPITAL, LLC outperformed the S&P 500 by +0.1% annually on this COST position. Timing score: 40% (6/15 decisions correct). Average cost basis: $594.66. Maximum drawdown during holding period: –20.3%.

πŸ“ˆ Position Alpha vs SPY
+0.1%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
15 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$594.66
+44.8% vs current ($861.16)

Best entry: $549.09 (2022 Q1)  Β·  Worst: $985.83 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–20.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

7 adds Β· 9 trims. Bought during 1 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.62% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    COST price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,798 -117 -4.0% 1.62% $2.4M $861.16
2025 Q3 ADDED 2,915 +29 +1.0% 1.75% $2.7M $923.06
2025 Q2 ADDED 2,886 +63 +2.2% 2.17% $2.9M $985.83
2025 Q1 REDUCED 2,823 -55 -1.9% 2.45% $2.7M $940.62
2024 Q4 ADDED 2,878 +66 +2.3% 2.38% $2.6M $910.27
2024 Q3 ADDED 2,812 +62 +2.3% 2.75% $2.5M $879.55
2024 Q2 ADDED 2,750 +206 +8.1% 2.81% $2.3M $842.10
2024 Q1 ADDED 2,544 +54 +2.2% 2.71% $1.9M $724.67
2023 Q4 REDUCED 2,490 -51 -2.0% 2.59% $1.6M $651.95
2023 Q3 REDUCED 2,541 -67 -2.6% 2.48% $1.4M $544.60
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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