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Caldwell Trust Co COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
7
Latest value
$46K
Q3 2026
Peak value
$15.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.4M |
| Q1 2026 | $15.8M |
| Q1 2026 | $50K |
| Q2 2026 | $15.5M |
| Q2 2026 | $47K |
| Q3 2026 | $15.4M |
| Q3 2026 | $46K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46K | 50 | — | — |
| Q3 2026 | $15.4M | 16.9K | — | — |
| Q2 2026 | $47K | 50 | — | — |
| Q2 2026 | $15.5M | 16.5K | — | — |
| Q1 2026 | $50K | 50 | — | — |
| Q1 2026 | $15.8M | 15.9K | — | — |
| Q4 2025 | $13.4M | 15.5K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B