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Willow Creek Wealth Management Inc. → COST

Willow Creek Wealth Management Inc. COST Position History

Costco Wholesale Corporation • Consumer Defensive

Quarters held
5
Latest value
$331K
Q3 2026
Peak value
$45.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15M
Q2 2026$45.5M
Q2 2026$227K
Q3 2026$44.3M
Q3 2026$331K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$331K7.8K——
Q3 2026$44.3M48.7K——
Q2 2026$227K5.3K——
Q2 2026$45.5M48.6K——
Q3 2025$15M16.2K——

Other funds holding COST

Other Willow Creek Wealth Management Inc. positions

VGES

VANGUARD BD INDEX FDS

$140.3M
VGES

VANGUARD BD INDEX FDS

$137.9M
VGES

VANGUARD BD INDEX FDS

$118.7M
STT-PG

SPDR SERIES TRUST

$115.9M
STT-PG

SPDR SERIES TRUST

$114.4M
STT-PG

SPDR SERIES TRUST

$101.7M
CRDO

DIMENSIONAL ETF TRUST

$59.3M
CRDO

DIMENSIONAL ETF TRUST

$58.4M