Back to COST
Investment Research & Advisory Group, Inc. → COST
Investment Research & Advisory Group, Inc. COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$4.5M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $4.2M |
| Q1 2026 | $4.9M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 4.9K | — | — |
| Q2 2026 | $4.6M | 4.9K | — | — |
| Q1 2026 | $4.9M | 4.9K | — | — |
| Q4 2025 | $4.2M | 4.8K | — | — |
| Q3 2025 | $4.5M | 4.8K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B