COST COSTCO WHSL CORP NEW

Ownership history in XPONANCE LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which XPONANCE 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.05% (2025 Q1)
Avg. % of fund
0.77%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 122,431 +5,730 +4.9% 0.79% $105.6M $861.16
2025 Q3 REDUCED 116,701 -1,459 -1.2% 0.86% $108.0M $923.06
2025 Q2 ADDED 118,160 +3,731 +3.3% 0.98% $117.0M $985.83
2025 Q1 ADDED 114,429 +1,583 +1.4% 1.05% $108.2M $940.62
19 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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