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Livermore
Livermore
ZHEN

KFA Private Wealth Group, LLC

SEC CIK
0001800556
Latest filing
Jul 28, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by KFA Private Wealth Group, 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)
547
Value
$512.1K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of COST by KFA Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026547$512.1K0.1%−215−28.2%ReducedHolders
Q1 2026762$760.1K0.2%−11−1.4%ReducedHolders
Q4 2025773$666.8K0.2%+53+7.4%AddedHolders
Q3 2025720$667.0K0.2%+61+9.3%AddedHolders
Q2 2025659$652.5K0.2%+5+0.8%AddedHolders
Q1 2025654$618.2K0.2%+173+36.0%AddedHolders
Q4 2024481$440.9K0.2%−1−0.2%ReducedHolders
Q3 2024482$427.2K0.2%+99+25.8%AddedHolders
Q2 2024383$325.1K0.2%−106−21.7%ReducedHolders
Q1 2024489$358.3K0.1%+65+15.3%AddedHolders
Q4 2023424$280.1K0.1%+1+0.2%AddedHolders
Q3 2023423$239.5K0.1%00.0%UnchangedHolders
Q2 2023423$228.0K0.1%−118−21.8%ReducedHolders
Q1 2023541$268.8K0.1%−29−5.1%ReducedHolders
Q4 2022570$260.4K0.1%−11−1.9%ReducedHolders
Q3 2022581$274.0K0.1%+12+2.1%AddedHolders
Q2 2022569$273.0K0.2%+1+0.2%AddedHolders
Q1 2022568$327.0K0.2%00.0%UnchangedHolders
Q4 2021568$322.0K0.2%+1+0.2%AddedHolders
Q3 2021567$255.0K0.1%+12+2.2%AddedHolders
Q2 2021555$220.0K0.1%+555NewHolders