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Porter White Investment Advisors, Inc. → COST
Porter White Investment Advisors, Inc. COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.4M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 49.9K | — | — |
| Q2 2026 | $1.4M | 34.0K | — | — |
| Q1 2026 | $1.1M | 31.4K | — | — |
| Q4 2025 | $1.1M | 31.6K | — | — |
| Q3 2025 | $1M | 32.1K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B