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Bradley & Co. Private Wealth Management, LLC → COST
Bradley & Co. Private Wealth Management, LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
9
Latest value
$22K
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q3 2025 | $708K |
| Q4 2025 | $9.4M |
| Q1 2026 | $11.6M |
| Q1 2026 | $23K |
| Q2 2026 | $11.1M |
| Q2 2026 | $22K |
| Q3 2026 | $11.3M |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 24 | — | — |
| Q3 2026 | $11.3M | 12.5K | — | — |
| Q2 2026 | $22K | 24 | — | — |
| Q2 2026 | $11.1M | 11.9K | — | — |
| Q1 2026 | $23K | 23 | — | — |
| Q1 2026 | $11.6M | 11.7K | — | — |
| Q4 2025 | $9.4M | 10.9K | — | — |
| Q3 2025 | $708K | 765 | — | — |
| Q3 2025 | $9.5M | 10.3K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B