COST

Costco Wholesale Corp

Latest period2024 - Q4Total superinvestors631

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 631 superinvestors own shares of Costco Wholesale Corp (COST), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Costco Wholesale Corp (COST), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Costco Wholesale Corp (COST) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Costco Wholesale Corp (COST) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Richard Jocelyn@Sarasin & Partners Llp
Recent Activity
Decreased -7.93%
2.42%
$219.321M
239,363 shares@ 916.27 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -0.72%
2.04%
$140.192M
153,001 shares@ 916.28 avg price
Joel R. Mogy@Mogy Joel R Investment Counsel Inc
Recent Activity
Decreased -0.06%
5.52%
$92.721M
101,194 shares@ 916.28 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -7.85%
1%
$88.978M
97,109 shares@ 916.27 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -14.82%
1.38%
$87.119M
95,080 shares@ 916.28 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -1.89%
2.96%
$63.636M
69,451 shares@ 916.28 avg price
Veronica Perez@Norman Fields, Gottscho Capital Management, Llc
Recent Activity
Decreased -0.22%
17.93%
$54.479M
59,457 shares@ 916.28 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -0.08%
3.63%
$52.971M
57,811 shares@ 916.28 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -0.02%
1.19%
$51.321M
56,011 shares@ 916.28 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -0.74%
2.28%
$46.843M
51,124 shares@ 916.28 avg price