COST β€” COSTCO WHSL CORP NEW

Ownership history in Wayfinding Financial, LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Wayfinding Financial, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.23% (2024 Q4)
πŸ“Š Avg. % of fund
1.94%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

Wayfinding Financial, LLC Γ— COST AI Analytics

πŸ“ˆ Wayfinding Financial, LLC outperformed the S&P 500 by +2.6% annually on this COST position. Timing score: 53% (8/15 decisions correct). Average cost basis: $537.68. Maximum drawdown during holding period: –20.3%.

πŸ“ˆ Position Alpha vs SPY
+2.6%
annualised excess return

βœ… Outperformed SPY on this position by 2.6% ann.
10 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct

πŸ’° Entry Quality
$537.68
+60.2% vs current ($861.16)

Best entry: $437.54 (2022 Q4)  Β·  Worst: $923.06 (2025 Q3)

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
31%
buy-side decisions

5 adds Β· 11 trims. Bought during 2 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 1.44% 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 3,952 -271 -6.4% 1.44% $3.4M $861.16
2025 Q3 ADDED 4,223 +1 +0.0% 1.68% $3.9M $923.06
2025 Q2 REDUCED 4,222 -314 -6.9% 1.80% $4.0M $985.83
2025 Q1 REDUCED 4,536 -9 -0.2% 1.88% $4.3M $940.62
2024 Q4 REDUCED 4,545 -107 -2.3% 2.23% $4.2M $910.27
2024 Q2 REDUCED 4,652 -20 -0.4% 2.23% $4.0M $842.10
2024 Q1 ADDED 4,672 +38 +0.8% 2.09% $3.6M $724.67
2023 Q4 ADDED 4,634 +11 +0.2% 2.08% $3.1M $651.95
2023 Q3 REDUCED 4,623 -57 -1.2% 2.00% $2.6M $544.60
2023 Q2 REDUCED 4,680 -47 -1.0% 1.83% $2.6M $517.99
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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