COST COSTCO WHSL CORP NEW

Ownership history in NWAM LLC  ·  41 quarters on record

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

Peak position
1.77% (2025 Q1)
Avg. % of fund
0.96%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,044 -839 -3.8% 1.14% $20.4M $861.16
2025 Q3 REDUCED 21,883 -348 -1.6% 1.45% $20.6M $923.06
2025 Q2 ADDED 22,231 +485 +2.2% 1.69% $20.7M $985.83
2025 Q1 REDUCED 21,746 -584 -2.6% 1.77% $20.6M $940.62
2024 Q4 REDUCED 22,330 -294 -1.3% 1.26% $20.5M $910.27
2024 Q3 ADDED 22,624 +1,994 +9.7% 1.22% $20.1M $879.55
2024 Q1 REDUCED 20,630 -333 -1.6% 1.28% $15.8M $724.67
2023 Q4 REDUCED 20,963 -179 -0.8% 1.11% $13.8M $651.95
2023 Q3 REDUCED 21,142 -171 -0.8% 1.21% $11.9M $544.60
2023 Q2 ADDED 21,313 +1,316 +6.6% 0.94% $11.5M $517.99
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COST price (monthly, adj. close)
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