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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Curated Wealth Partners 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)
922
Value
$862.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of COST by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026922$862.5K0.1%+303+48.9%AddedHolders
Q1 2026619$616.8K0.1%+366+144.7%AddedHolders
Q4 2025253$218.2K<0.1%−200−44.2%ReducedHolders
Q3 2025453$419.3K0.1%−67−12.9%ReducedHolders
Q2 2025520$514.8K0.1%+15+3.0%AddedHolders
Q1 2025505$477.6K0.1%+53+11.7%AddedHolders
Q4 2024452$414.2K<0.1%00.0%UnchangedHolders
Q3 2024452$400.7K0.1%+1+0.2%AddedHolders
Q2 2024451$383.3K0.1%+451NewHolders
Q1 20240$00.0%−493−100.0%Sold outHolders
Q4 2023493$325.4K0.1%−1−0.2%ReducedHolders
Q3 2023494$279.1K0.1%−105−17.5%ReducedHolders
Q2 2023599$322.5K0.1%00.0%UnchangedHolders
Q1 2023599$297.6K0.1%−3−0.5%ReducedHolders
Q4 2022602$274.8K0.1%+7+1.2%AddedHolders
Q3 2022595$282.0K0.1%+50+9.2%AddedHolders
Q2 2022545$261.0K0.1%−88−13.9%ReducedHolders
Q1 2022633$359.0K0.1%00.0%UnchangedHolders
Q4 2021633$359.0K0.1%00.0%UnchangedHolders
Q3 2021633$284.0K0.2%00.0%UnchangedHolders
Q2 2021633$250.0K0.1%00.0%UnchangedHolders
Q1 2021633$223.0K0.1%––Holders

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