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Disclosery

Destination Wealth Management: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Destination Wealth Management on COST, newest first. How the timeline and the estimate are built.

Destination Wealth Management held 75,375 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,375 shares
    Change vs previous 13F +602 shares

    1.65% of the 13F portfolio, value $70,510,586.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 74,773 shares
    Change vs previous 13F +834 shares

    1.94% of the 13F portfolio, value $74,506,141.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,939 shares
    Change vs previous 13F +2,363 shares

    1.67% of the 13F portfolio, value $63,760,333.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,576 shares
    Change vs previous 13F +106 shares

    1.83% of the 13F portfolio, value $66,252,956.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,470 shares
    Change vs previous 13F -1,904 shares

    2.07% of the 13F portfolio, value $70,750,871.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,374 shares
    Change vs previous 13F -1,085 shares

    2.19% of the 13F portfolio, value $69,395,577.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,459 shares
    Change vs previous 13F -2,802 shares

    2.13% of the 13F portfolio, value $68,224,914.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,261 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $68,493,834.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).