COST — COSTCO WHSL CORP NEW COM

Ownership history in Evercore Wealth Management, LLC  ·  65 quarters on record

AI Ownership Summary

Evercore Wealth Management, LLC reported COSTCO WHSL CORP NEW COM (COST) in 65 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.72% in 2025 Q1. The latest visible filing shows COST at 1.28% 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 Evercore Wealth Management, LLC's position in COSTCO WHSL CORP NEW COM, 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
2025 Q4

COST was reported at 1.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.72% 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 Q3 to 2025 Q4

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 Evercore Wealth Management, LLC fund profile Evercore Wealth Management, LLC full holdings
How Evercore Wealth Management, LLC held COST — position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 101,236 -506 -0.5% 1.28% $87.3M 2026-02-14 (Est.) $1018.48
2025 Q3 REDUCED 101,742 -2,139 -2.1% 1.38% $94.2M 2025-11-14 $921.72
2025 Q2 REDUCED 103,881 -9,325 -8.2% 1.60% $102.8M 2025-08-14 $972.68
2025 Q1 REDUCED 113,206 -1,266 -1.1% 1.72% $107.1M 2025-05-15 $1006.27
2024 Q4 REDUCED 114,472 -1,327 -1.1% 1.57% $104.9M 2025-02-14 $1066.01
2024 Q3 REDUCED 115,799 -4,215 -3.5% 1.54% $102.7M 2024-11-14 $917.84
2024 Q2 REDUCED 120,014 -3,629 -2.9% 1.61% $102.0M 2024-08-14 $855.92
2024 Q1 REDUCED 123,643 -5,812 -4.5% 1.42% $90.6M 2024-05-15 $779.74
2023 Q4 REDUCED 129,455 -412 -0.3% 1.43% $85.5M 2024-02-14 $714.33
2023 Q3 ADDED 129,867 +1,907 +1.5% 1.37% $73.4M 2023-11-14 $570.55
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COST

As of 2025 Q4 — sorted by position size

Emerald Advisors, LLC 3Y 75.07% WORLDLY PARTNERS MANAGEMENT, LLC 3Y 45.27% I.G.Y. Ltd 3Y 34.58% STEGINSKY CAPITAL LLC 3Y 7Y 19.21% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 15.9% Greenbrier Partners Capital Management, LLC 3Y 7Y 12.96% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.14% Aljian Capital Management, LLC 3Y 7Y 9.59% UNIO CAPITAL LLC 3Y 7Y 9.24% Chapman Investment Management, LLC 3Y 9.17%

FAQ About Evercore Wealth Management, LLC and COST

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

How long has Evercore Wealth Management, LLC reported owning COST?

Evercore Wealth Management, LLC reported COST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported COST position in Evercore Wealth Management, LLC's portfolio?

The largest reported portfolio weight for COST was 1.72% in 2025 Q1.

What is the latest reported COST position on this page?

The most recent filing on this page is 2025 Q4, when Evercore Wealth Management, LLC reported 101,236 shares, equal to 1.28% of portfolio, with an estimated market value of $87.3M.

What does the chart on this COST ownership page compare?

The chart compares Evercore Wealth Management, LLC'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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