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MOGY JOEL R INVESTMENT COUNSEL INC → COST
MOGY JOEL R INVESTMENT COUNSEL INC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$88.6M
Q3 2026
Peak value
$97.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $91.4M |
| Q4 2025 | $85M |
| Q1 2026 | $97.5M |
| Q2 2026 | $91.3M |
| Q3 2026 | $88.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $88.6M | 97.3K | — | — |
| Q2 2026 | $91.3M | 97.6K | — | — |
| Q1 2026 | $97.5M | 97.8K | — | — |
| Q4 2025 | $85M | 98.6K | — | — |
| Q3 2025 | $91.4M | 98.8K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B