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HARVEY INVESTMENT CO LLC → COST
HARVEY INVESTMENT CO LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$27.7M
Q3 2026
Peak value
$31.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $29.9M |
| Q4 2025 | $27.8M |
| Q1 2026 | $31.6M |
| Q2 2026 | $28.7M |
| Q3 2026 | $27.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.7M | 30.5K | — | — |
| Q2 2026 | $28.7M | 30.7K | — | — |
| Q1 2026 | $31.6M | 31.7K | — | — |
| Q4 2025 | $27.8M | 32.3K | — | — |
| Q3 2025 | $29.9M | 32.3K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B