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Evanson Financial, LLC → COST

Evanson Financial, LLC COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
4
Latest value
$24.7M
Q3 2026
Peak value
$24.7M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$763K
Q2 2026$24.7M
Q3 2026$742K
Q3 2026$24.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24.7M583.2K——
Q3 2026$742K815——
Q2 2026$24.7M579.6K——
Q2 2026$763K815——

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