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Livermore
Livermore
ZHEN

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Gradient Capital Advisors, 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)
959
Value
$897.6K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of COST by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026959$897.6K0.2%+18+1.9%AddedHolders
Q1 2026941$937.4K0.2%+2+0.2%AddedHolders
Q4 2025939$810.1K0.2%+5+0.5%AddedHolders
Q3 2025934$864.6K0.2%+306+48.7%AddedHolders
Q2 2025628$621.4K0.2%+65+11.5%AddedHolders
Q1 2025563$532.2K0.2%+6+1.1%AddedHolders
Q4 2024557$510.1K0.2%−6−1.1%ReducedHolders
Q3 2024563$498.8K0.2%+43+8.3%AddedHolders
Q2 2024520$441.7K0.2%00.0%UnchangedHolders
Q1 2024520$380.7K0.1%−13−2.4%ReducedHolders
Q4 2023533$351.5K0.1%00.0%UnchangedHolders
Q3 2023533$300.9K0.1%−11−2.0%ReducedHolders
Q2 2023544$293.1K0.1%+6+1.1%AddedHolders
Q1 2023538$267.5K0.1%00.0%UnchangedHolders
Q4 2022538$245.8K0.1%00.0%UnchangedHolders
Q3 2022538$254.0K0.1%00.0%UnchangedHolders
Q2 2022538$258.0K0.1%+8+1.5%AddedHolders
Q1 2022530$305.0K0.1%−43−7.5%ReducedHolders
Q4 2021573$325.0K0.1%+10+1.8%AddedHolders
Q3 2021563$253.0K0.1%+15+2.7%AddedHolders
Q2 2021548$217.0K0.1%+548NewHolders