Back to COST
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
| Period | Position 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
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.7M | 464.2K | — | — |
| Q2 2026 | $20.6M | 483.7K | — | — |
| Q1 2026 | $17.5M | 488.5K | — | — |
| Q4 2025 | $16.3M | 483.0K | — | — |
| Q3 2025 | $15.3M | 478.6K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B