COST COSTCO WHSL CORP NEW

Ownership history in WULFF, HANSEN & CO.  ·  17 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported COSTCO WHSL CORP NEW (COST) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.04% in 2025 Q2. The latest visible filing shows COST at 1.46% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WULFF, HANSEN & CO.'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
2025 Q4

COST was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2025 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 WULFF, HANSEN & CO. held COST — position size vs. price
% of Fund (quarterly)    COST price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,019 -15 -0.7% 1.46% $1.7M 2026-02-14 (Est.) $1018.48
2025 Q3 REDUCED 2,034 -1,558 -43.4% 1.62% $1.9M 2025-11-07 $921.48
2025 Q2 ADDED 3,592 +63 +1.8% 3.04% $3.6M 2025-08-12 $988.50
2025 Q1 ADDED 3,529 +1,249 +54.8% 3.04% $3.3M 2025-05-14 $987.42
2024 Q4 ADDED 2,280 +80 +3.6% 0.20% $209K 2025-02-11 $1052.57
2024 Q3 REDUCED 2,200 -1,472,533 -99.9% 1.77% $2.0M 2024-11-12 $926.27
2024 Q2 ADDED 1,474,733 +1,473,248 +99208.6% 0.15% $1.7M 2024-08-09 $848.20
2024 Q1 ADDED 1,485 +825 +125.0% 1.09% $1.1M 2024-05-02 $725.65
2023 Q4 REDUCED 660 -6,092 -90.2% 0.48% $436K 2024-02-12 $714.56
2023 Q3 ADDED 6,752 +6,142 +1006.9% 0.45% $381K 2023-11-08 $547.93
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WULFF, HANSEN & CO. and COST

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

How long has WULFF, HANSEN & CO. reported owning COST?

WULFF, HANSEN & CO. reported COST across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported COST position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for COST was 3.04% in 2025 Q2.

What is the latest reported COST position on this page?

The most recent filing on this page is 2025 Q4, when WULFF, HANSEN & CO. reported 2,019 shares, equal to 1.46% of portfolio, with an estimated market value of $1.7M.

What does the chart on this COST ownership page compare?

The chart compares WULFF, HANSEN & CO.'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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