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Baer Investment Advisory LLC → COST
Baer Investment Advisory LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
3
Latest value
$2.6M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q1 2026 | $2.3M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 2.8K | — | — |
| Q1 2026 | $2.3M | 2.3K | — | — |
| Q3 2025 | $3.3M | 3.6K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B