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Livermore
Livermore
ZHEN

Vertex Planning Partners, LLC

SEC CIK
0001942341
Latest filing
Aug 14, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Vertex Planning Partners, 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)
585
Value
$547.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of COST by Vertex Planning Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026585$547.3K0.1%+7+1.2%AddedHolders
Q1 2026578$575.9K0.1%−4−0.7%ReducedHolders
Q4 2025582$501.9K0.1%−71−10.9%ReducedHolders
Q3 2025653$604.4K0.1%+32+5.2%AddedHolders
Q2 2025621$614.8K0.1%−2−0.3%ReducedHolders
Q1 2025623$589.2K0.1%+1+0.2%AddedHolders
Q4 2024622$569.9K0.1%00.0%UnchangedHolders
Q3 2024622$551.4K0.1%+3+0.5%AddedHolders
Q2 2024619$526.1K0.1%+14+2.3%AddedHolders
Q1 2024605$443.2K0.1%−46−7.1%ReducedHolders
Q4 2023651$429.7K0.1%+57+9.6%AddedHolders
Q3 2023594$335.6K0.1%+3+0.5%AddedHolders
Q2 2023591$318.2K0.1%+7+1.2%AddedHolders
Q1 2023584$290.2K0.1%−250−30.0%ReducedHolders
Q4 2022834$380.7K0.1%–No prior filingHolders