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Retirement Planning Group, LLC → COST
Retirement Planning Group, LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
5
Latest value
$46.5M
Q3 2026
Peak value
$50.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.2M |
| Q4 2025 | $43.2M |
| Q1 2026 | $50.5M |
| Q2 2026 | $47.6M |
| Q3 2026 | $46.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $46.5M | 51.1K | — | — |
| Q2 2026 | $47.6M | 50.8K | — | — |
| Q1 2026 | $50.5M | 50.7K | — | — |
| Q4 2025 | $43.2M | 50.1K | — | — |
| Q3 2025 | $46.2M | 49.9K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B