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MCCARTER PRIVATE WEALTH SERVICES LLC → COST
MCCARTER PRIVATE WEALTH SERVICES LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
6
Latest value
$4.8M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $66K |
| Q4 2025 | $4.7M |
| Q1 2026 | $5.4M |
| Q1 2026 | $76K |
| Q2 2026 | $5M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 5.3K | — | — |
| Q2 2026 | $5M | 5.3K | — | — |
| Q1 2026 | $76K | 76 | — | — |
| Q1 2026 | $5.4M | 5.4K | — | — |
| Q4 2025 | $4.7M | 5.4K | — | — |
| Q4 2025 | $66K | 76 | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B