COST COSTCO WHSL CORP NEW

Ownership history in William Allan Corp  ·  17 quarters on record

This page tracks every 13F SEC filing in which William Allan Corp 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
4.77% (2025 Q1)
Avg. % of fund
3.94%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,519 -192 -3.4% 2.70% $4.8M $861.16
2025 Q3 REDUCED 5,711 -2,229 -28.1% 2.96% $5.3M $923.06
2025 Q2 REDUCED 7,940 -100 -1.2% 4.58% $7.9M $985.83
2025 Q1 REDUCED 8,040 -62 -0.8% 4.77% $7.6M $940.62
2024 Q4 REDUCED 8,102 -68 -0.8% 4.56% $7.4M $910.27
2024 Q3 REDUCED 8,170 -129 -1.6% 4.50% $7.2M $879.55
2024 Q2 REDUCED 8,299 -32 -0.4% 4.72% $7.1M $842.10
2024 Q1 REDUCED 8,331 -26 -0.3% 4.05% $6.1M $724.67
2023 Q4 REDUCED 8,357 -155 -1.8% 3.96% $5.5M $651.95
2023 Q3 REDUCED 8,512 -295 -3.3% 3.81% $4.8M $544.60
7 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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