COSTCO WHOLESALE CORP · CUSIP 22160K105 · CIK 878770
As of 2026-06-30, WORLD EQUITY GROUP, INC. reported 1.01K COST (shares), valued at $945.72K, or 0.21% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 5.86%; reported value decreased 0.59%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.21% | 1,011 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 0.25% | 955 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 0.20% | 812 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 1.92% | 9,145 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 0.38% | 1,418 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.60% | 9,622 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 0.24% | 1,206 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 0.44% | 1,364 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 0.30% | 1,188 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.19% | 1,295 | SEC filing ↗Filed Jul 18, 2024 |
| Q4 2023 | 1.34% | 10,252 | SEC filing ↗Filed Jul 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.34% | 10,252 | $6.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jul 22, 2024 |
| Q1 2024 | 0.19% | 1,295 | $948.98K | Shares decreased 87.37%; reported value decreased 85.84%, and weight changed -1.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q2 2024 | 0.30% | 1,188 | $1.01M | Shares decreased 8.26%; reported value increased 6.45%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.44% | 1,364 | $1.21M | Shares increased 14.81%; reported value increased 19.67%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 0.24% | 1,206 | $1.10M | Shares decreased 11.58%; reported value decreased 8.61%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 2.60% | 9,622 | $9.10M | Shares increased 697.84%; reported value increased 723.33%, and weight changed +2.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 0.38% | 1,418 | $1.40M | Shares decreased 85.26%; reported value decreased 84.57%, and weight changed -2.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 1.92% | 9,145 | $8.47M | Shares increased 544.92%; reported value increased 502.95%, and weight changed +1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 0.20% | 812 | $699.87K | Shares decreased 91.12%; reported value decreased 91.73%, and weight changed -1.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 0.25% | 955 | $951.36K | Shares increased 17.61%; reported value increased 35.93%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.21% | 1,011 | $945.72K | Shares increased 5.86%; reported value decreased 0.59%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.