COST
COSTCO WHOLESALE CORP /NEWMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q1 2015 | 46Q | $123 | $954 | +678% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $847 | $954 | +13% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $855 | $954 | +12% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $855 | $954 | +12% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $855 | $954 | +12% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $855 | $954 | +12% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $917 | $954 | +4% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $1011 | $954 | -6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital 8× in & out | Q1 2026 | Q2 2026 | → $1049 | +3% |
| Berkshire Hathaway | Q3 2013 | Q4 2020 | → $349 | +294% |
| Coatue Management 2× in & out | Q3 2020 | Q4 2020 | → $349 | +13% |
| Duquesne Family Office | Q4 2014 | Q2 2015 | → $121 | +9% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at COSTCO WHOLESALE CORP /NEW. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40000909832-26-000039Apr 1, 2026
- Form 40000909832-26-000035Mar 13, 2026
- Form 40000909832-26-000033Mar 13, 2026
- Form 40000909832-26-000028Mar 11, 2026
- Form 40000909832-26-000022Jan 28, 2026
- Form 40000909832-26-000020Jan 28, 2026
- Form 40000909832-26-000018Jan 23, 2026
- Form 40000909832-26-000012Jan 20, 2026
- Form 40000909832-26-000010Jan 20, 2026
- Form 40000909832-26-000006Jan 15, 2026
- Form 40000909832-26-000004Jan 12, 2026
- Form 40000909832-25-000173Dec 31, 2025
- Form 40000909832-25-000171Dec 22, 2025
- Form 40000909832-25-000167Dec 17, 2025
- Form 40000909832-25-000148Nov 12, 2025
Fundamentals
XBRL · COSTCO WHOLESALE CORP /NEWAnnual figures sourced directly from COSTCO WHOLESALE CORP /NEW's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for COSTCO WHOLESALE CORP /NEW — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportJun 3, 2026
- 8-KMaterial eventMay 28, 2026
- 8-KMaterial eventApr 15, 2026
- 10-QQuarterly reportMar 11, 2026
- 8-KMaterial eventMar 5, 2026
- 8-KMaterial eventJan 21, 2026
- 10-QQuarterly reportDec 17, 2025
- 8-KMaterial eventDec 11, 2025
- DEF 14AProxy statementDec 4, 2025
- 8-KMaterial eventOct 20, 2025
- 8-KMaterial eventOct 15, 2025
- 10-KAnnual reportOct 8, 2025
- 8-KMaterial eventSep 25, 2025
- 8-KMaterial eventAug 7, 2025
- 8-KMaterial eventJul 16, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $1011 | $1076 | +7% |
| Maverick Capital | Q1 2026 | Q2 2026 | $1017 | $1049 | +3% |
| Renaissance Technologies | Q4 2025 | open | $922 | $1076 | +17% |
| Renaissance Technologies | Q2 2025 | Q3 2025 | $986 | $975 | -1% |
| Citadel Advisors | Q4 2024 | open | $917 | $1076 | +17% |
| Maverick Capital | Q4 2024 | Q3 2025 | $917 | $971 | +6% |
| Two Sigma Investments | Q3 2024 | open | $855 | $1076 | +26% |
| D.E. Shaw | Q3 2024 | open | $855 | $1076 | +26% |
| AQR Capital Management | Q3 2024 | open | $855 | $1076 | +26% |
| Millennium Management | Q3 2024 | open | $855 | $1076 | +26% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $847 | $1069 | +26% |
| Maverick Capital | Q2 2024 | Q3 2024 | $779 | $855 | +10% |
| Maverick Capital | Q3 2023 | Q4 2023 | $539 | $570 | +6% |
| Maverick Capital | Q2 2022 | Q4 2022 | $472 | $488 | +3% |
| Maverick Capital | Q4 2020 | Q1 2021 | $349 | $335 | -4% |
| Coatue Management | Q3 2020 | Q4 2020 | $309 | $349 | +13% |
| Bridgewater Associates | Q2 2020 | open | $274 | $954 | +248% |
| Maverick Capital | Q4 2019 | Q3 2020 | $278 | $309 | +11% |
| Coatue Management | Q4 2018 | Q2 2020 | $211 | $274 | +30% |
| Bridgewater Associates | Q4 2017 | Q2 2018 | $153 | $176 | +15% |
| Bridgewater Associates | Q4 2016 | Q1 2017 | $125 | $146 | +17% |
| Maverick Capital | Q2 2015 | Q2 2016 | $121 | $123 | +2% |
| Bridgewater Associates | Q1 2015 | Q3 2015 | $123 | $122 | -1% |
| Duquesne Family Office | Q4 2014 | Q2 2015 | $111 | $121 | +9% |
| Berkshire Hathaway | Q3 2013 | Q4 2020 | $89 | $349 | +294% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.