Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Costco Co. (COST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 4,624 0.05 $996.41 $4,607,417 SEC
2025   Q4 4,624 0.04 $862.30 $3,987,295 SEC
2025   Q3 4,624 0.05 Reduce 0.19% <0.01 $925.57 $4,279,820 SEC
2025   Q2 4,633 0.05 Reduce 0.09% $989.85 $4,585,964 SEC
2025   Q1 4,637 0.05 Reduce 14.08% <0.01 $945.87 $4,386,010 SEC
2024   Q4 5,397 0.06 Reduce 0.46% <0.01 $916.33 $4,945,436 SEC
2024   Q3 5,422 0.05 Reduce 1.00% <0.01 $886.56 $4,806,931 SEC
2024   Q2 5,477 0.05 $850.01 $4,655,501 SEC
2024   Q1 5,477 0.04 Reduce 1.32% <0.01 $732.63 $4,012,610 SEC
2023   Q4 5,550 0.04 Add 7.91% <0.01 $660.08 $3,663,426 SEC
2023   Q3 5,143 0.03 Reduce 1.63% <0.01 $564.94 $2,905,491 SEC
2023   Q2 5,228 0.03 Add 1.87% <0.01 $538.35 $2,814,471 SEC
2023   Q1 5,132 0.03 Reduce 4.77% <0.01 $496.92 $2,550,182 SEC
2022   Q4 5,389 0.03 $456.53 $2,460,235 SEC
2022   Q3 5,389 0.03 Reduce 3.58% <0.01 $472.26 $2,545,000 SEC
2022   Q2 5,589 0.03 Reduce 2.61% <0.01 $479.33 $2,679,000 SEC
2022   Q1 5,739 0.03 Add 9.02% <0.01 $575.88 $3,305,000 SEC
2021   Q4 5,264 0.03 $567.63 $2,988,000 SEC
2021   Q3 5,264 0.02 Add 1.86% <0.01 $449.28 $2,365,000 SEC
2021   Q2 5,168 0.02 Reduce 2.38% <0.01 $395.70 $2,045,000 SEC
2021   Q1 5,294 0.02 Reduce 1.87% <0.01 $352.47 $1,866,000 SEC
2020   Q4 5,395 0.02 Add 0.04% $376.83 $2,033,000 SEC
2020   Q3 5,393 0.02 Reduce 0.48% <0.01 $354.90 $1,914,000 SEC
2020   Q2 5,419 0.02 Add 7.76% <0.01 $303.19 $1,643,000 SEC
2020   Q1 5,029 0.01 Reduce 2.63% <0.01 $285.15 $1,434,000 SEC
2019   Q4 5,165 0.01 Reduce 0.10% $293.90 $1,518,000 SEC
2019   Q3 5,170 0.01 Add 1.53% <0.01 $288.20 $1,490,000 SEC
2019   Q2 5,092 0.01 Reduce 2.58% <0.01 $264.34 $1,346,000 SEC
2019   Q1 5,227 0.01 $242.20 $1,266,000 SEC
2018   Q4 5,227 0.01 $203.75 $1,065,000 SEC
2018   Q3 5,227 0.01 Reduce 4.49% <0.01 $234.93 $1,228,000 SEC
2018   Q2 5,473 0.01 $209.03 $1,144,000 SEC
2018   Q1 5,473 0.01 Add 2.91% <0.01 $188.38 $1,031,000 SEC
2017   Q4 5,318 0.01 $186.16 $990,000 SEC
2017   Q3 5,318 0.01 Reduce 19.95% <0.01 $164.35 $874,000 SEC
2017   Q2 6,643 0.01 $159.87 $1,062,000 SEC
2017   Q1 6,643 0.01 Reduce 0.08% $167.70 $1,114,000 SEC
2016   Q4 6,648 0.01 Add 2.03% <0.01 $160.05 $1,064,000 SEC
2016   Q3 6,516 0.01 $152.55 $994,000 SEC
2016   Q2 6,516 0.01 Add 1.96% <0.01 $157.00 $1,023,000 SEC
2016   Q1 6,391 0.01 Add 1.53% <0.01 $157.57 $1,007,000 SEC
2015   Q4 6,295 0.01 $161.56 $1,017,000 SEC
2015   Q3 6,295 0.01 Add 11.32% <0.01 $144.56 $910,000 SEC
2015   Q2 5,655 0.01 $135.10 $764,000 SEC
2015   Q1 5,655 0.01 $151.55 $857,000 SEC
2014   Q4 5,655 0.01 $141.82 $802,000 SEC
2014   Q3 5,655 0.01 $125.38 $709,000 SEC
2014   Q2 5,655 0.01 Reduce 17.51% <0.01 $115.12 $651,000 SEC
2014   Q1 6,855 0.01 Add 17.08% <0.01 $111.74 $766,000 SEC
2013   Q4 5,855 0.01 $119.04 $697,000 SEC
2013   Q3 5,855 0.01 $115.12 $674,000 SEC
2013   Q2 5,855 0.01 $110.50 $647,000 SEC
2013   Q1 5,855 0.01 $106.06 $621,000 SEC
2012   Q4 5,855 0.01 Reduce 4.87% <0.01 $98.72 $578,000 SEC
2012   Q3 6,155 0.01 Reduce 63.48% 0.02 $100.08 $616,000 SEC
2012   Q2 16,855 0.03 Reduce 1.17% <0.01 $94.99 $1,601,000 SEC
2012   Q1 17,055 0.03 Reduce 2.29% <0.01 $90.82 $1,549,000 SEC
2011   Q4 17,455 0.03 Reduce 27.75% 0.01 $83.30 $1,454,000 SEC
2011   Q3 24,160 0.04 Reduce 6.28% <0.01 $82.12 $1,984,000 SEC
2011   Q2 25,780 0.04 $81.23 $2,094,000 SEC
2011   Q1 25,780 0.04 $73.31 $1,890,000 SEC
2010   Q4 25,780 0.07 $72.23 $1,862,000 SEC
2010   Q3 25,780 0.07 Reduce 3.26% <0.01 $64.51 $1,663,000 SEC
2010   Q2 26,650 0.07 Add 1.91% <0.01 $54.82 $1,461,000 SEC
2010   Q1 26,150 0.07 Add 3.26% <0.01 $59.69 $1,561,000 SEC
2009   Q4 25,325 0.08 Add 32.77% 0.02 $59.15 $1,498,000 SEC
2009   Q3 19,075 0.06 Add 6.86% <0.01 $56.36 $1,075,000 SEC
2009   Q2 17,850 0.05 Add 86.91% 0.02 $45.77 $817,000 SEC
2009   Q1 9,550 0.05 Reduce 9.91% <0.01 $46.28 $442,000 SEC
2008   Q4 10,600 0.03 Buy 0.03 $52.55 $557,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.02 SEC
2008   Q1 12,400 0.02 Reduce 6.77% <0.01 $65.00 $806,000 SEC
2007   Q4 13,300 0.02 Reduce 2.56% <0.01 $69.77 $928,000 SEC
2007   Q3 13,650 0.05 $61.39 $838,000 SEC
2007   Q2 13,650 0.02 $58.53 $799,000 SEC
2007   Q1 13,650 0.02 $53.85 $735,000 SEC
2006   Q4 13,650 0.02 Reduce 10.05% <0.01 $52.89 $722,000 SEC
2006   Q3 15,175 0.02 Reduce 4.41% <0.01 $49.69 $754,000 SEC
2006   Q2 15,875 0.03 Add 10.05% <0.01 $57.13 $907,000 SEC
2006   Q1 14,425 0.03 Reduce 3.51% <0.01 $54.14 $781,000 SEC
2005   Q4 14,950 0.02 Reduce 6.62% <0.01 $49.50 $740,000 SEC
2005   Q3 16,010 <0.01 Reduce 4.47% <0.01 $43.10 $690,000 SEC
2005   Q2 16,760 0.12 Add 37.55% 0.03 $44,730.01 $749,675,000 SEC
2005   Q1 12,185 0.02 $44,179.98 $538,333,000 SEC
2004   Q4 12,185 0.03 Add 2.39% <0.01 $48,410.01 $589,876,000 SEC
2004   Q3 11,900 0.03 Reduce 5.93% <0.01 $41,510.00 $493,969,000 SEC
2004   Q2 12,650 0.03 Reduce 5.24% <0.01 $41,180.00 $520,927,000 SEC
2004   Q1 13,350 0.13 Add 3.09% <0.01 $37,610.04 $502,094,000 SEC
2003   Q4 12,950 0.04 Reduce 9.91% <0.01 $37,180.00 $481,481,000 SEC
2003   Q3 14,375 0.03 Reduce 28.13% 0.02 $31,149.98 $447,781,000 SEC
2003   Q2 20,000 0.06 $36,600.00 $732,000,000 SEC
2003   Q1 20,000 0.06 Reduce 3.61% <0.01 $30,030.00 $600,600,000 SEC
2002   Q4 20,750 0.07 Add 53.14% 0.02 $28,060.00 $582,245,000 SEC
2002   Q3 13,550 0.05 Reduce 12.30% <0.01 $32,369.96 $438,613,000 SEC
2002   Q2 15,450 0.06 $38,620.00 $596,679,000 SEC
2002   Q1 15,450 0.06 Add 0.32% <0.01 $39,820.00 $615,219,000 SEC
2001   Q4 15,400 0.09 Add 9.22% <0.01 $44,380.00 $683,452,000 SEC
2001   Q3 14,100 0.08 Reduce 11.32% <0.01 $35,560.00 $501,396,000 SEC
2001   Q2 15,900 0.08 Add 1.92% <0.01 $41,080.00 $653,172,000 SEC
2001   Q1 15,600 0.06 Reduce 67.57% 0.18 $39,250.00 $612,300,000 SEC
2000   Q4 48,110 0.26 Add 183.00% 0.17 $39,937.50 $1,921,393,000 SEC
2000   Q3 17,000 0.06 Add 70.00% 0.02 $34,937.47 $593,937,000 SEC
2000   Q2 10,000 0.03 Buy 0.03 $33,000.00 $330,000,000 SEC