Back to COST
Carota Wealth Management → COST
Carota Wealth Management COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$546K
Q3 2026
Peak value
$598K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $561K |
| Q1 2026 | $598K |
| Q2 2026 | $561K |
| Q2 2026 | $561K |
| Q3 2026 | $546K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $546K | 600 | — | — |
| Q2 2026 | $561K | 600 | — | — |
| Q2 2026 | $561K | 600 | — | — |
| Q1 2026 | $598K | 600 | — | — |
| Q4 2025 | $561K | 650 | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B