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Foundry Financial LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
7
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.6M |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 100.2K | — | — |
| Q3 2026 | $1.2M | 1.3K | — | — |
| Q2 2026 | $3.6M | 83.6K | — | — |
| Q2 2026 | $1.1M | 1.2K | — | — |
| Q1 2026 | $2.8M | 77.5K | — | — |
| Q1 2026 | $1.2M | 1.2K | — | — |
| Q4 2025 | $2.2M | 63.8K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B