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Asset Planning,Inc → COST

Asset Planning,Inc COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
4
Latest value
$6M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.4M
Q1 2026$7.4M
Q2 2026$6.1M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M6.6K——
Q2 2026$6.1M6.5K——
Q1 2026$7.4M7.4K——
Q4 2025$6.4M7.4K——

Other funds holding COST

Other Asset Planning,Inc positions

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LLY

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$14.5M
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LLY

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$12.4M