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Savvy Advisors, Inc.

SEC CIK
0002003633
Latest filing
Aug 3, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Savvy Advisors, Inc., 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)
12,984
Value
$12.1M
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of COST by Savvy Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,984$12.1M0.3%+828+6.8%AddedHolders
Q1 202612,156$12.1M0.3%+2,827+30.3%AddedHolders
Q4 20259,329$8.05M0.3%+538+6.1%AddedHolders
Q3 20258,791$8.14M0.4%+3,665+71.5%AddedHolders
Q2 20255,126$5.07M0.3%+1,026+25.0%AddedHolders
Q1 20254,100$3.88M0.4%+656+19.0%AddedHolders
Q4 20243,444$3.16M0.4%+2,410+233.1%AddedHolders
Q3 20241,034$916.4K0.2%+295+39.9%AddedHolders
Q2 2024739$628.0K0.2%+416+128.8%AddedHolders
Q1 2024323$236.7K0.1%+323NewHolders