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LYELL WEALTH MANAGEMENT, LP → COST
LYELL WEALTH MANAGEMENT, LP COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$27.6M
Q3 2026
Peak value
$29.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26.8M |
| Q4 2025 | $25.4M |
| Q1 2026 | $29.8M |
| Q2 2026 | $28.3M |
| Q3 2026 | $27.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.6M | 30.3K | — | — |
| Q2 2026 | $28.3M | 30.2K | — | — |
| Q1 2026 | $29.8M | 29.9K | — | — |
| Q4 2025 | $25.4M | 29.5K | — | — |
| Q3 2025 | $26.8M | 28.9K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B