COST β€” COSTCO WHSL CORP NEW

Ownership history in M. Kulyk & Associates, LLC  Β·  13 quarters on record

AI Ownership Summary

M. Kulyk & Associates, LLC reported COSTCO WHSL CORP NEW (COST) in 13 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows COST at 0.06% 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 M. Kulyk & Associates, LLC'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
2025 Q3

COST was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

How M. Kulyk & Associates, LLC held COST β€” position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 327 -16 -4.7% 0.06% $303K 2025-11-10 $914.31
2025 Q2 ADDED 343 +13 +3.9% 0.07% $340K 2025-08-07 $974.74
2025 Q1 ADDED 330 +71 +27.4% 0.07% $312K 2025-05-06 $1006.30
2024 Q4 ADDED 259 +26 +11.2% 0.05% $237K 2025-02-07 $1038.12
2024 Q3 REDUCED 233 -141 -37.7% 0.04% $207K 2024-11-07 $907.95
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About M. Kulyk & Associates, 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 M. Kulyk & Associates, LLC reported owning COST?

M. Kulyk & Associates, LLC reported COST across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported COST position in M. Kulyk & Associates, LLC's portfolio?

The largest reported portfolio weight for COST was 0.07% in 2025 Q2.

What is the latest reported COST position on this page?

The most recent filing on this page is 2025 Q3, when M. Kulyk & Associates, LLC reported 327 shares, equal to 0.06% of portfolio, with an estimated market value of $303K.

What does the chart on this COST ownership page compare?

The chart compares M. Kulyk & Associates, 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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