Skip to main content
Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Personal Cfo Solutions, LLC, 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)
1,574
Value
$1.47M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COST by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,574$1.47M0.2%+27+1.7%AddedHolders
Q1 20261,547$1.54M0.2%+64+4.3%AddedHolders
Q4 20251,483$1.28M0.2%−145−8.9%ReducedHolders
Q3 20251,628$1.51M0.3%−6−0.4%ReducedHolders
Q2 20251,634$1.62M0.3%+115+7.6%AddedHolders
Q1 20251,519$1.44M0.3%+167+12.4%AddedHolders
Q4 20241,352$1.24M0.2%+47+3.6%AddedHolders
Q3 20241,305$1.16M0.2%−63−4.6%ReducedHolders
Q2 20241,368$1.16M0.2%−125−8.4%ReducedHolders
Q1 20241,493$1.09M0.2%+17+1.2%AddedHolders
Q4 20231,476$974.4K0.2%+487+49.2%AddedHolders
Q3 2023989$558.7K0.1%+34+3.6%AddedHolders
Q2 2023955$514.1K0.1%+9+1.0%AddedHolders
Q1 2023946$469.9K0.1%+24+2.6%AddedHolders
Q4 2022922$420.7K0.1%+47+5.4%AddedHolders
Q3 2022875$413.0K0.1%−6−0.7%ReducedHolders
Q2 2022881$422.0K0.1%−19−2.1%ReducedHolders
Q1 2022900$519.0K0.1%+119+15.2%AddedHolders
Q4 2021781$444.0K0.1%−17−2.1%ReducedHolders
Q3 2021798$359.0K0.1%+119+17.5%AddedHolders
Q2 2021679$269.0K0.1%+51+8.1%AddedHolders
Q1 2021628$221.0K<0.1%––Holders

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