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Finivi Inc. COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
12
Latest value
$3.8M
Q3 2026
Peak value
$4M
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $1.5M |
| Q1 2024 | $2.3M |
| Q2 2024 | $2.8M |
| Q3 2024 | $3.1M |
| Q4 2024 | $3.2M |
| Q1 2025 | $3.4M |
| Q2 2025 | $3.6M |
| Q3 2025 | $3.4M |
| Q4 2025 | $3.2M |
| Q1 2026 | $4M |
| Q2 2026 | $3.9M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 4.2K | — | — |
| Q2 2026 | $3.9M | 4.1K | — | — |
| Q1 2026 | $4M | 4.0K | — | — |
| Q4 2025 | $3.2M | 3.7K | — | — |
| Q3 2025 | $3.4M | 3.7K | — | — |
| Q2 2025 | $3.6M | 3.6K | — | — |
| Q1 2025 | $3.4M | 3.6K | — | — |
| Q4 2024 | $3.2M | 3.5K | — | — |
| Q3 2024 | $3.1M | 3.5K | — | — |
| Q2 2024 | $2.8M | 3.3K | — | — |
| Q1 2024 | $2.3M | 3.2K | — | — |
| Q4 2023 | $1.5M | 2.3K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B