Back to COST
Peterson Wealth Services → COST
Peterson Wealth Services COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$13.1M
Q3 2026
Peak value
$14M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.6M |
| Q4 2025 | $12M |
| Q1 2026 | $14M |
| Q2 2026 | $13M |
| Q3 2026 | $13.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.1M | 14.4K | — | — |
| Q2 2026 | $13M | 13.9K | — | — |
| Q1 2026 | $14M | 14.1K | — | — |
| Q4 2025 | $12M | 13.9K | — | — |
| Q3 2025 | $12.6M | 3.4K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B