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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
4,086
Value
$3.82M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COST by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,086$3.82M0.2%+239+6.2%AddedHolders
Q1 20263,847$3.83M0.3%+54+1.4%AddedHolders
Q4 20253,793$3.27M0.2%+115+3.1%AddedHolders
Q3 20253,678$3.40M0.2%+3+0.1%AddedHolders
Q2 20253,675$3.64M0.3%+793+27.5%AddedHolders
Q1 20252,882$2.73M0.2%+238+9.0%AddedHolders
Q4 20242,644$2.42M0.2%+36+1.4%AddedHolders
Q3 20242,608$2.31M0.2%+40+1.6%AddedHolders
Q2 20242,568$2.18M0.2%+528+25.9%AddedHolders
Q1 20242,040$1.49M0.2%+43+2.2%AddedHolders
Q4 20231,997$1.32M0.2%+75+3.9%AddedHolders
Q3 20231,922$1.09M0.1%+64+3.4%AddedHolders
Q2 20231,858$1.00M0.1%+92+5.2%AddedHolders
Q1 20231,766$877.4K0.1%+943+114.6%AddedHolders
Q4 2022823$375.7K0.1%+51+6.6%AddedHolders
Q3 2022772$365.0K0.1%−325−29.6%ReducedHolders
Q2 20221,097$526.0K0.1%−16−1.4%ReducedHolders
Q1 20221,113$641.0K0.1%+70+6.7%AddedHolders
Q4 20211,043$592.0K0.1%+49+4.9%AddedHolders
Q3 2021994$446.0K0.1%+87+9.6%AddedHolders
Q2 2021907$359.0K0.1%+165+22.2%AddedHolders
Q1 2021742$262.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.