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WMK · 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.

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.
  • WMK
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterWMKCOST
Q3 20203 holders, $14m32 holders, $15.4bn
Q4 20203 holders, $13m30 holders, $15.3bn
Q1 20214 holders, $14m29 holders, $13.4bn
Q2 20214 holders, $14m25 holders, $15.5bn
Q3 20213 holders, $7.8m25 holders, $16.9bn
Q4 20213 holders, $6.9m27 holders, $20.5bn
Q1 20222 holders, $13m32 holders, $19.9bn
Q2 20221 holders, $1.1m30 holders, $15.8bn
Q3 20221 holders, $3.5m33 holders, $16.0bn
Q4 20221 holders, $3.3m33 holders, $32.7bn
Q1 20231 holders, $2.7m29 holders, $14.9bn
Q2 20232 holders, $2.0m37 holders, $16.0bn
Q3 20231 holders, $12m30 holders, $16.8bn
Q4 2023none listed holders, n.a.26 holders, $20.1bn
Q1 2024none listed holders, n.a.29 holders, $21.5bn
Q2 2024none listed holders, n.a.31 holders, $24.7bn
Q3 2024none listed holders, n.a.28 holders, $24.7bn
Q4 2024none listed holders, n.a.34 holders, $26.0bn
Q1 2025none listed holders, n.a.35 holders, $28.2bn
Q2 20251 holders, $3.8m36 holders, $29.4bn
Q3 20251 holders, $6.3m35 holders, $26.7bn
Q4 20252 holders, $3.8m40 holders, $34.6bn
Q1 20262 holders, $1.2m40 holders, $36.1bn
Q2 20261 holders, $1.7m38 holders, $35.5bn
WMK

Weis MKTS Inc

Holders
2
Reported value
$1.2m
Buyers
16
Sellers
9

Breadth +7 among 91 comparable managers.

COST

Costco Wholesale Corporation

Holders
40
Reported value
$36.1bn
Buyers
21
Sellers
23

Breadth -2 among 91 comparable managers.

Who holds both, Q1 2026

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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