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Cambridge Investment Research Advisors, Inc. → COST
Cambridge Investment Research Advisors, Inc. COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
12
Latest value
$1.8M
Q3 2026
Peak value
$138.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $126.8M |
| Q3 2025 | $858K |
| Q4 2025 | $118.1M |
| Q4 2025 | $1M |
| Q1 2026 | $138.3M |
| Q1 2026 | $1.5M |
| Q2 2026 | $129.8M |
| Q2 2026 | $129.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q3 2026 | $125.2M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 43.4K | — | — |
| Q3 2026 | $125.2M | 137.6K | — | — |
| Q2 2026 | $1.8M | 42.7K | — | — |
| Q2 2026 | $1.8M | 42.7K | — | — |
| Q2 2026 | $129.8M | 138.7K | — | — |
| Q2 2026 | $129.8M | 138.7K | — | — |
| Q1 2026 | $1.5M | 42.5K | — | — |
| Q1 2026 | $138.3M | 138.8K | — | — |
| Q4 2025 | $1M | 30.7K | — | — |
| Q4 2025 | $118.1M | 136.9K | — | — |
| Q3 2025 | $858K | 26.9K | — | — |
| Q3 2025 | $126.8M | 137.0K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B