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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
99,506
Value
$93.1M
% of portfolio
1.3%
Quarters held
22
Since Q1 2021
Holdings of COST by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699,506$93.1M1.3%−613−0.6%ReducedHolders
Q1 2026100,119$99.8M1.6%−1,117−1.1%ReducedHolders
Q4 2025101,236$87.3M1.3%−506−0.5%ReducedHolders
Q3 2025101,742$94.2M1.4%−2,139−2.1%ReducedHolders
Q2 2025103,881$102.8M1.6%−9,325−8.2%ReducedHolders
Q1 2025113,206$107.1M1.7%−1,266−1.1%ReducedHolders
Q4 2024114,472$104.9M1.6%−1,327−1.1%ReducedHolders
Q3 2024115,799$102.7M1.5%−4,215−3.5%ReducedHolders
Q2 2024120,014$102.0M1.6%−3,629−2.9%ReducedHolders
Q1 2024123,643$90.6M1.4%−5,812−4.5%ReducedHolders
Q4 2023129,455$85.5M1.4%−412−0.3%ReducedHolders
Q3 2023129,867$73.4M1.4%+1,907+1.5%AddedHolders
Q2 2023127,960$68.9M1.3%+780+0.6%AddedHolders
Q1 2023127,180$63.2M1.3%−2,189−1.7%ReducedHolders
Q4 2022129,369$59.1M1.2%+729+0.6%AddedHolders
Q3 2022128,640$60.8M1.4%+1,225+1.0%AddedHolders
Q2 2022127,415$61.1M1.3%−8,602−6.3%ReducedHolders
Q1 2022136,017$78.3M1.4%+286+0.2%AddedHolders
Q4 2021135,731$77.1M1.3%−1,284−0.9%ReducedHolders
Q3 2021137,015$61.6M1.1%−3,165−2.3%ReducedHolders
Q2 2021140,180$55.5M1.0%+342+0.2%AddedHolders
Q1 2021139,838$49.3M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.