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Livermore
Livermore
ZHEN

Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Whelan Financial, 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)
1,442
Value
$1.35M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of COST by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,442$1.35M0.4%+11+0.8%AddedHolders
Q1 20261,431$1.43M0.4%+16+1.1%AddedHolders
Q4 20251,415$1.22M0.4%+8+0.6%AddedHolders
Q3 20251,407$1.30M0.4%+120+9.3%AddedHolders
Q2 20251,287$1.27M0.5%+78+6.5%AddedHolders
Q1 20251,209$1.14M0.4%+263+27.8%AddedHolders
Q4 2024946$867.1K0.3%+195+26.0%AddedHolders
Q3 2024751$665.7K0.3%+17+2.3%AddedHolders
Q2 2024734$624.2K0.3%+43+6.2%AddedHolders
Q1 2024691$506.1K0.2%+112+19.3%AddedHolders
Q4 2023579$382.0K0.2%+63+12.2%AddedHolders
Q3 2023516$291.5K0.2%+70+15.7%AddedHolders
Q2 2023446$240.4K0.1%00.0%UnchangedHolders
Q1 2023446$221.6K0.1%00.0%UnchangedHolders
Q4 2022446$203.4K0.1%+446NewHolders