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Koenig Investment Advisory, LLC → COST
Koenig Investment Advisory, LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q1 2026 | $1M |
| Q2 2026 | $1M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 1.1K | — | — |
| Q2 2026 | $1M | 1.1K | — | — |
| Q1 2026 | $1M | 1.0K | — | — |
| Q4 2025 | $1M | 1.0K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B
Other Koenig Investment Advisory, LLC positions
ETHA
$14.5MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.4MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$14.3MISHARES MSCI USA MIN VOL FACTOR ETF
ETHA
$13.8MISHARES MSCI USA MIN VOL FACTOR ETF
VGES
$13.2MVANGUARD MID-CAP ETF
VGES
$12.8MVANGUARD MORNINGSTAR MID-CAP ETF
VGES
$12.7MVANGUARD MID-CAP ETF
VGES
$11.8MVANGUARD MID-CAP ETF