COST COSTCO WHSL CORP NEW

Ownership history in RDA Financial Network  ·  16 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network 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
1.2% (2025 Q1)
Avg. % of fund
0.65%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,506 +14 +0.3% 0.94% $3.9M $861.16
2025 Q3 ADDED 4,492 +301 +7.2% 1.03% $4.2M $923.06
2025 Q2 REDUCED 4,191 -70 -1.6% 1.12% $4.1M $985.83
2025 Q1 ADDED 4,261 +249 +6.2% 1.20% $4.0M $940.62
2024 Q4 ADDED 4,012 +607 +17.8% 1.07% $3.7M $910.27
2024 Q3 ADDED 3,405 +79 +2.4% 0.94% $3.0M $879.55
2024 Q2 ADDED 3,326 +193 +6.2% 0.93% $2.8M $842.10
2024 Q1 ADDED 3,133 +332 +11.9% 0.79% $2.3M $724.67
2023 Q4 ADDED 2,801 +240 +9.4% 0.70% $1.8M $651.95
2023 Q3 ADDED 2,561 +310 +13.8% 0.63% $1.4M $544.60
6 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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