COST COSTCO WHSL CORP NEW

Ownership history in FORT, L.P.  ·  20 quarters on record

This page tracks every 13F SEC filing in which FORT, L.P. reported a position in COSTCO WHSL CORP NEW (COST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.78% (2024 Q3)
Avg. % of fund
0.41%
First filed
2018 Q2
Last filed
2024 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 347 +29 +9.1% 0.78% $308K $879.55
2024 Q2 REDUCED 318 -350 -52.4% 0.69% $270K $842.10
2022 Q3 REDUCED 668 -818 -55.0% 0.39% $315K $451.84
2022 Q2 REDUCED 1,486 -616 -29.3% 0.48% $712K $457.75
2022 Q1 REDUCED 2,102 -76 -3.5% 0.46% $1.2M $549.09
2021 Q4 REDUCED 2,178 -602 -21.7% 0.40% $1.2M $540.50
2021 Q3 REDUCED 2,780 -473 -14.5% 0.42% $1.2M $427.13
2021 Q2 REDUCED 3,253 -1,226 -27.4% 0.37% $1.3M $375.40
2021 Q1 REDUCED 4,479 -75 -1.6% 0.44% $1.6M $333.71
2020 Q4 ADDED 4,554 +837 +22.5% 0.51% $1.7M $356.01
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COST price (monthly, adj. close)
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