SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. COST COSTCO WHSL CORP NEW

Ownership history in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.  ·  4 quarters on record

AI Ownership Summary

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported COSTCO WHSL CORP NEW (COST) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q4. The latest visible filing shows COST at 0.34% 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.

What this COST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'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 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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.

How SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 473 -77 -14.0% 0.34% $472K 2026-05-05 $1016.42
2025 Q4 ADDED 550 +289 +110.7% 0.36% $537K 2026-02-17 $1010.58
2025 Q2 UNCHANGED 261 0% 0.17% $255K 2025-08-12 $987.07
2025 Q1 INITIATED 261 0.21% $247K 2025-05-02 $1002.66

FAQ About SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. and COST

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

How long has SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported owning COST?

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported COST across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported COST position in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for COST was 0.36% in 2025 Q4.

What is the latest reported COST position on this page?

The most recent filing on this page is 2026 Q1, when SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported 473 shares, equal to 0.34% of portfolio, with an estimated market value of $472K.

What does the chart on this COST ownership page compare?

The chart compares SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'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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