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Root Financial Partners, LLC → COST
Root Financial Partners, LLC COST Position History
Costco Wholesale Corporation • Consumer Defensive
Quarters held
10
Latest value
$62.1M
Q3 2026
Peak value
$62.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $8.3M |
| Q4 2025 | $1.8M |
| Q4 2025 | $6M |
| Q1 2026 | $2.4M |
| Q1 2026 | $5.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $54.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $62.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $62.1M | 1.46M | — | — |
| Q3 2026 | $2.4M | 2.7K | — | — |
| Q2 2026 | $54.1M | 1.27M | — | — |
| Q2 2026 | $2.7M | 2.9K | — | — |
| Q1 2026 | $5.2M | 146.6K | — | — |
| Q1 2026 | $2.4M | 2.4K | — | — |
| Q4 2025 | $6M | 178.0K | — | — |
| Q4 2025 | $1.8M | 2.1K | — | — |
| Q3 2025 | $8.3M | 259.0K | — | — |
| Q3 2025 | $2M | 2.2K | — | — |
Other funds holding COST
$18.1B
$17.2B
$17.2B
$10.5B
$4.9B
$4.6B
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HONA
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