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EAGLE WEALTH STRATEGIES LLC → COST

EAGLE WEALTH STRATEGIES LLC COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
5
Latest value
$19.7M
Q3 2026
Peak value
$20.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.3M
Q4 2025$16.3M
Q1 2026$17.5M
Q2 2026$20.6M
Q3 2026$19.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.7M464.2K——
Q2 2026$20.6M483.7K——
Q1 2026$17.5M488.5K——
Q4 2025$16.3M483.0K——
Q3 2025$15.3M478.6K——

Other funds holding COST

Other EAGLE WEALTH STRATEGIES LLC positions

VGES

VANGUARD INDEX FDS

$61.6M
VGES

VANGUARD INDEX FDS

$60M
VGES

VANGUARD INDEX FDS

$51.7M
VGES

VANGUARD INDEX FDS

$41.3M
VGES

VANGUARD INDEX FDS

$40.2M
EZBC

FRANKLIN TEMPLETON ETF TR

$27.3M
EZBC

FRANKLIN TEMPLETON ETF TR

$27.2M
EZBC

FRANKLIN TEMPLETON ETF TR

$24.1M