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MED · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MEDCOST
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MED
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterMEDCOST
Q3 202011 holders, $327m32 holders, $15.4bn
Q4 20208 holders, $341m30 holders, $15.3bn
Q1 20219 holders, $264m29 holders, $13.4bn
Q2 202111 holders, $393m25 holders, $15.5bn
Q3 20217 holders, $204m25 holders, $16.9bn
Q4 20216 holders, $199m27 holders, $20.5bn
Q1 20227 holders, $153m32 holders, $19.9bn
Q2 20225 holders, $149m30 holders, $15.8bn
Q3 20224 holders, $79m33 holders, $16.0bn
Q4 20225 holders, $78m33 holders, $32.7bn
Q1 20236 holders, $73m29 holders, $14.9bn
Q2 20235 holders, $67m37 holders, $16.0bn
Q3 20233 holders, $57m30 holders, $16.8bn
Q4 20232 holders, $51m26 holders, $20.1bn
Q1 20242 holders, $32m29 holders, $21.5bn
Q2 20241 holders, $7.4m31 holders, $24.7bn
Q3 20241 holders, $5.5m28 holders, $24.7bn
Q4 2024none listed holders, n.a.34 holders, $26.0bn
Q1 20251 holders, $5.2m35 holders, $28.2bn
Q2 2025none listed holders, n.a.36 holders, $29.4bn
Q3 2025none listed holders, n.a.35 holders, $26.7bn
Q4 2025none listed holders, n.a.40 holders, $34.6bn
Q1 20261 holders, $313k40 holders, $36.1bn
Q2 20261 holders, $348k38 holders, $35.5bn
MED

Medifast Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Consumer staples
COST

Costco Wholesale Corporation

Holders
35
Reported value
$26.7bn
Buyers
21
Sellers
13

Breadth +8 among 95 comparable managers.

Consumer staples

Who holds both, Q3 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only MED (0)

None.

Only COST (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, and 10 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →