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Livermore
Livermore
ZHEN

PCG Wealth Advisors, LLC

SEC CIK
0001905393
Latest filing
Aug 3, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by PCG Wealth Advisors, 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)
530
Value
$495.9K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of COST by PCG Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026530$495.9K0.1%−9−1.7%ReducedHolders
Q1 2026539$537.2K0.1%00.0%UnchangedHolders
Q4 2025539$464.9K0.1%+3+0.6%AddedHolders
Q3 2025536$496.2K0.1%+11+2.1%AddedHolders
Q2 2025525$519.7K0.3%00.0%UnchangedHolders
Q1 2025525$496.5K0.2%+75+16.7%AddedHolders
Q4 2024450$412.3K0.2%+10+2.3%AddedHolders
Q3 2024440$390.1K0.2%00.0%UnchangedHolders
Q2 2024440$374.0K0.2%00.0%UnchangedHolders
Q1 2024440$322.4K0.2%00.0%UnchangedHolders
Q4 2023440$290.4K0.2%00.0%UnchangedHolders
Q3 2023440$248.6K0.2%00.0%UnchangedHolders
Q2 2023440$236.9K0.1%00.0%UnchangedHolders
Q1 2023440$218.6K0.1%00.0%UnchangedHolders
Q4 2022440$200.9K0.1%−432−49.5%ReducedHolders
Q3 2022872$412.0K0.1%+436+100.0%AddedHolders
Q2 2022436$209.0K0.1%00.0%UnchangedHolders
Q1 2022436$251.0K0.2%+436NewHolders