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Advocate Group LLC

SEC CIK
0001853401
Latest filing
Jul 17, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Advocate 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)
253
Value
$236.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of COST by Advocate Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026253$236.7K<0.1%−6−2.3%ReducedHolders
Q1 2026259$258.1K<0.1%+3+1.2%AddedHolders
Q4 2025256$220.8K<0.1%−14−5.2%ReducedHolders
Q3 2025270$249.9K<0.1%−8−2.9%ReducedHolders
Q2 2025278$275.2K<0.1%00.0%UnchangedHolders
Q1 2025278$262.9K<0.1%00.0%UnchangedHolders
Q4 2024278$254.7K<0.1%00.0%UnchangedHolders
Q3 2024278$246.5K<0.1%−20−6.7%ReducedHolders
Q2 2024298$253.3K0.1%00.0%UnchangedHolders
Q1 2024298$218.3K<0.1%−24−7.5%ReducedHolders
Q4 2023322$212.5K<0.1%+322NewHolders