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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA → COST
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
8
Latest value
$533K
Q3 2026
Peak value
$237.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $235.9M |
| Q4 2025 | $568K |
| Q1 2026 | $237.4M |
| Q1 2026 | $584K |
| Q2 2026 | $218.3M |
| Q2 2026 | $547K |
| Q3 2026 | $212.8M |
| Q3 2026 | $533K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $533K | 585 | — | — |
| Q3 2026 | $212.8M | 233.7K | — | — |
| Q2 2026 | $547K | 585 | — | — |
| Q2 2026 | $218.3M | 233.4K | — | — |
| Q1 2026 | $584K | 585 | — | — |
| Q1 2026 | $237.4M | 237.8K | — | — |
| Q4 2025 | $568K | 585 | — | — |
| Q4 2025 | $235.9M | 243.1K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B