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Churchill Financial Advisors, LLC → COST

Churchill Financial Advisors, LLC COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
4
Latest value
$9.8M
Q3 2026
Peak value
$11M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.5M
Q1 2026$11M
Q2 2026$10.3M
Q3 2026$9.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.8M10.7K——
Q2 2026$10.3M11.1K——
Q1 2026$11M11.1K——
Q4 2025$6.5M7.6K——

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