Costco Wholesale Corporation
MX ˙ BMV ˙ US22160K1051
SecurityMX:COST / Costco Wholesale Corporation
InstitutionPeterson Wealth Management
Latest Disclosed Ownership6,584 shares
Latest Disclosed Value $ 6,560,864
Peterson Wealth Management reports 8.33% increase in ownership of COST / Costco Wholesale Corporation

On May 15, 2026 - Peterson Wealth Management filed a 13F-HR form disclosing ownership of 6,584 shares of Costco Wholesale Corporation (MX:COST) valued at $6,560,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,078 shares of Costco Wholesale Corporation. This represents a change in shares of 8.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F COSTCO WHOLESALE COM 22160K105 6,584 506 8.33 6,561 25.17 3.8036
2026-02-04 2025-12-31 13F COSTCO WHSL CORP COM 22160K105 6,078 -459 -7.02 5,242 -13.37 3.8937
2025-12-17 2025-09-30 13F COSTCO WHSL CORP COM 22160K105 6,537 213 3.37 6,051 -3.35 4.1919
2025-10-15 2025-06-30 13F COSTCO WHSL CORP COM 22160K105 6,324 -1,263 -16.65 6,260 -12.75 3.7116
2025-06-16 2025-03-31 13F COSTCO WHSL CORP COM 22160K105 7,587 -35 -0.46 7,176 2.75 4.8303
2025-02-14 2024-12-31 13F COSTCO WHSL CORP COM 22160K105 7,622 325 4.45 6,984 7.96 4.1561
2024-11-14 2024-09-30 13F COSTCO WHSL CORP COM 22160K105 7,297 37 0.51 6,469 4.83 4.1340
2024-08-05 2024-06-30 13F COSTCO WHSL CORP COM 22160K105 7,260 31 0.43 6,171 16.50 3.8096
2024-05-15 2024-03-31 13F COSTCO WHSL CORP COM 22160K105 7,229 2,195 43.60 5,296 59.42 3.8252
2024-02-22 2023-12-31 13F COSTCO WHSL CORP COM 22160K105 5,034 -2,068 -29.12 3,323 -17.20 2.9911
2023-11-14 2023-09-30 13F COSTCO WHSL CORP COM 22160K105 7,102 390 5.81 4,013 11.04 3.3018
2023-08-17 2023-06-30 13F COSTCO WHSL CORP COM 22160K105 6,712 1,947 40.86 3,614 52.64 2.8621
2023-08-17 2023-03-31 13F COSTCO WHSL CORP COM 22160K105 4,765 32 0.68 2,368 9.58 2.2661
2023-02-08 2022-12-31 13F COSTCO WHSL CORP COM 22160K105 4,733 1,116 30.85 2,161 26.46 2.2025
2022-10-14 2022-09-30 13F COSTCO WHSL CORP COM 22160K105 3,617 416 13.00 1,708 11.34 1.5923
2022-08-03 2022-06-30 13F COSTCO WHSL CORP COM 22160K105 3,201 -1,040 -24.52 1,534 -37.18 1.9828
2022-04-26 2022-03-31 13F COSTCO WHSL CORP COM 22160K105 4,241 -1,211 -22.21 2,442 -21.10 1.6383
2022-02-09 2021-12-31 13F COSTCO WHSL CORP COM 22160K105 5,452 155 2.93 3,095 30.04 2.0669
2021-11-12 2021-09-30 13F COSTCO WHSL CORP COM 22160K105 5,297 29 0.55 2,380 14.20 1.8437
2021-08-03 2021-06-30 13F COSTCO WHSL CORP COM 22160K105 5,268 -988 -15.79 2,084 -5.49 1.6265
2021-04-19 2021-03-31 13F COSTCO WHSL CORP COM 22160K105 6,256 -1,402 -18.31 2,205 -23.57 1.8718
2021-03-10 2020-12-31 13F COSTCO WHSL CORP COM 22160K105 7,658 -24 -0.31 2,885 5.79 2.3421
2020-11-03 2020-09-30 13F COSTCO WHSL CORP COM 22160K105 7,682 -467 -5.73 2,727 10.36 2.4154
2020-07-22 2020-06-30 13F COSTCO WHSL CORP COM 22160K105 8,149 1,031 14.48 2,471 21.72 2.4558
2020-04-23 2020-03-31 13F COSTCO WHSL CORP COM 22160K105 7,118 90 1.28 2,030 -3.65 2.4721
2020-01-17 2019-12-31 13F COSTCO WHSL CORP COM 22160K105 7,028 7,028 2,107 1.9146
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.