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Livermore
Livermore
ZHEN

Enzi Wealth

SEC CIK
0001887441
Latest filing
Jul 15, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Enzi Wealth, 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)
751
Value
$692.5K
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of COST by Enzi Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026751$692.5K0.2%−1−0.1%ReducedHolders
Q1 2026752$749.6K0.3%+3+0.4%AddedHolders
Q4 2025749$712.6K0.3%−2−0.3%ReducedHolders
Q3 2025751$695.4K0.2%−297−28.3%ReducedHolders
Q2 20251,048$1.02M0.4%−4−0.4%ReducedHolders
Q1 20251,052$1.03M0.4%+5+0.5%AddedHolders
Q4 20241,047$989.3K0.4%+2+0.2%AddedHolders
Q3 20241,045$930.0K0.4%+3+0.3%AddedHolders
Q2 20241,042$923.1K0.4%+25+2.5%AddedHolders
Q1 20241,017$730.6K0.3%+7+0.7%AddedHolders
Q4 20231,010$721.5K0.3%−140−12.2%ReducedHolders
Q3 20231,150$652.0K0.3%00.0%UnchangedHolders
Q2 20231,150$619.3K0.3%00.0%UnchangedHolders
Q1 20231,150$568.1K0.3%00.0%UnchangedHolders
Q4 20221,150$566.0K0.3%00.0%UnchangedHolders
Q3 20221,150$593.0K0.3%–No prior filingHolders