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Creative Planning COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
16
Latest value
$6.2M
Q3 2026
Peak value
$291.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.1M |
| Q3 2025 | $234.4M |
| Q3 2025 | $94K |
| Q3 2025 | $3.7M |
| Q4 2025 | $222.1M |
| Q4 2025 | $7.4M |
| Q4 2025 | $4.4M |
| Q1 2026 | $8.8M |
| Q1 2026 | $291.3M |
| Q1 2026 | $5M |
| Q2 2026 | $8.3M |
| Q2 2026 | $278.7M |
| Q2 2026 | $6.1M |
| Q3 2026 | $7.9M |
| Q3 2026 | $271.7M |
| Q3 2026 | $6.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.2M | 146.1K | — | — |
| Q3 2026 | $271.7M | 298.4K | — | — |
| Q3 2026 | $7.9M | 8.7K | — | — |
| Q2 2026 | $6.1M | 143.2K | — | — |
| Q2 2026 | $278.7M | 297.9K | — | — |
| Q2 2026 | $8.3M | 8.9K | — | — |
| Q1 2026 | $5M | 139.9K | — | — |
| Q1 2026 | $291.3M | 292.4K | — | — |
| Q1 2026 | $8.8M | 8.9K | — | — |
| Q4 2025 | $4.4M | 130.5K | — | — |
| Q4 2025 | $7.4M | 8.6K | — | — |
| Q4 2025 | $222.1M | 257.6K | — | — |
| Q3 2025 | $3.7M | 116.1K | — | — |
| Q3 2025 | $94K | 3.1K | — | — |
| Q3 2025 | $234.4M | 253.2K | — | — |
| Q3 2025 | $8.1M | 8.7K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B