Ownership history in WealthPLAN Partners, LLC Β· 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Costco Wholesale Corp (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.
π WealthPLAN Partners, LLC outperformed the S&P 500 by +6.7% annually on this COST position. Timing score: 58% (22/38 decisions correct). Average cost basis: $249.84. Maximum drawdown during holding period: β20.3%.
π₯ Exceptional β beat the S&P 500 by 6.7% per year on this position.
38 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 38 add/trim decisions correct
Best entry: $126.28 (2015 Q1) Β· Worst: $923.06 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 17 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.17% of portfolio
β 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.
As of 2025 Q4 β sorted by position size