Costco Wholesale Corporation
MX ˙ BMV ˙ US22160K1051
SecurityMX:COST / Costco Wholesale Corporation
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership10,743 shares
Latest Disclosed Value $ 10,704,934
Nikulski Financial, Inc. reports 22.29% decrease in ownership of COST / Costco Wholesale Corporation

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 10,743 shares of Costco Wholesale Corporation (MX:COST) valued at $10,704,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 13,824 shares of Costco Wholesale Corporation. This represents a change in shares of -22.29% 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 10,743 -3,081 -22.29 10,705 -10.21 2.6425
2026-01-15 2025-12-31 13F COSTCO WHSL CORP COM 22160K105 13,824 1,111 8.74 11,921 1.31 2.8502
2025-11-05 2025-09-30 13F COSTCO WHSL CORP COM 22160K105 12,713 181 1.44 11,768 -5.14 2.9569
2025-08-15 2025-06-30 13F COSTCO WHSL CORP COM 22160K105 12,532 285 2.33 12,406 7.10 3.3965
2025-05-01 2025-03-31 13F COSTCO WHSL CORP COM 22160K105 12,247 256 2.13 11,583 5.42 3.5014
2025-01-21 2024-12-31 13F COSTCO WHSL CORP COM 22160K105 11,991 99 0.83 10,987 4.22 3.2301
2024-10-28 2024-09-30 13F COSTCO WHSL CORP COM 22160K105 11,892 -18 -0.15 10,543 4.14 3.1557
2024-07-30 2024-06-30 13F COSTCO WHSL CORP COM 22160K105 11,910 -54 -0.45 10,123 15.49 3.2210
2024-04-18 2024-03-31 13F COSTCO WHSL CORP COM 22160K105 11,964 403 3.49 8,765 14.86 2.9069
2024-02-01 2023-12-31 13F COSTCO WHSL CORP COM 22160K105 11,561 348 3.10 7,631 20.48 2.7940
2023-10-17 2023-09-30 13F COSTCO WHSL CORP COM 22160K105 11,213 250 2.28 6,335 7.32 2.6213
2023-07-28 2023-06-30 13F COSTCO WHSL CORP COM 22160K105 10,963 171 1.58 5,902 10.09 2.4403
2023-05-11 2023-03-31 13F COSTCO WHSL CORP COM 22160K105 10,792 186 1.75 5,362 10.74 2.3692
2023-01-25 2022-12-31 13F COSTCO WHSL CORP COM 22160K105 10,606 258 2.49 4,842 -0.94 2.3085
2022-10-20 2022-09-30 13F COSTCO WHSL CORP COM 22160K105 10,348 190 1.87 4,887 0.37 2.5289
2022-07-19 2022-06-30 13F COSTCO WHSL CORP COM 22160K105 10,158 179 1.79 4,869 -15.28 2.4158
2022-04-08 2022-03-31 13F COSTCO WHSL CORP COM 22160K105 9,979 201 2.06 5,747 3.53 2.4306
2022-02-01 2021-12-31 13F COSTCO WHSL CORP COM 22160K105 9,778 249 2.61 5,551 29.64 2.3266
2021-11-05 2021-09-30 13F COSTCO WHSL CORP COM 22160K105 9,529 269 2.90 4,282 11.42 1.9800
2021-08-11 2021-06-30 13F COSTCO WHSL CORP COM 22160K105 9,260 180 1.98 3,843 20.06 1.7899
2021-05-14 2021-03-31 13F COSTCO WHSL CORP COM 22160K105 9,080 170 1.91 3,201 -4.65 1.6413
2021-02-09 2020-12-31 13F/A-1 COSTCO WHSL CORP COM 22160K105 8,910 361 4.22 3,357 10.61 1.8413
2021-02-04 2020-12-31 13F COSTCO WHSL CORP COM 22160K105 8,549 0 3,035 1,924,552.4702
2020-11-10 2020-09-30 13F COSTCO WHSL CORP COM 22160K105 8,549 334 4.07 3,035 21.84 1.9246
2020-07-17 2020-06-30 13F COSTCO WHSL CORP COM 22160K105 8,215 117 1.44 2,491 7.88 1.7480
2020-04-29 2020-03-31 13F COSTCO WHSL CORP COM 22160K105 8,098 185 2.34 2,309 -5.76 2.0144
2020-02-04 2019-12-31 13F COSTCO WHSL CORP COM 22160K105 7,913 -107 -1.33 2,450 2.64 1.7724
2019-10-22 2019-09-30 13F COSTCO WHSL CORP COM 22160K105 8,020 -175 -2.14 2,387 3.47 1.9889
2019-07-22 2019-06-30 13F COSTCO WHSL CORP COM 22160K105 8,195 -630 -7.14 2,307 7.96 1.9497
2019-04-12 2019-03-31 13F COSTCO WHSL CORP COM 22160K105 8,825 -320 -3.50 2,137 14.71 2.0812
2019-01-25 2018-12-31 13F COSTCO WHSL CORP COM 22160K105 9,145 -480 -4.99 1,863 -15.36 1.9554
2018-11-02 2018-09-30 13F COSTCO WHSL CORP COM 22160K105 9,625 645 7.18 2,201 17.26 2.0515
2018-08-10 2018-06-30 13F COSTCO WHSL CORP COM 22160K105 8,980 555 6.59 1,877 18.20 1.7300
2018-05-11 2018-03-31 13F COSTCO WHSL CORP COM 22160K105 8,425 680 8.78 1,588 10.20 1.5751
2018-02-09 2017-12-31 13F COSTCO WHSL CORP COM 22160K105 7,745 7,745 1,441 1.5543
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.