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Livermore
Livermore
ZHEN

Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Peak Planning Group, 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)
307
Value
$286.9K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of COST by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026307$286.9K0.1%00.0%UnchangedHolders
Q1 2026307$305.5K0.1%00.0%UnchangedHolders
Q4 2025307$264.4K0.1%00.0%UnchangedHolders
Q3 2025307$283.8K0.1%−3−1.0%ReducedHolders
Q2 2025310$306.5K0.2%+16+5.4%AddedHolders
Q1 2025294$277.7K0.1%+7+2.4%AddedHolders
Q4 2024287$262.6K0.1%00.0%UnchangedHolders
Q3 2024287$254.1K0.1%00.0%UnchangedHolders
Q2 2024287$243.6K0.1%00.0%UnchangedHolders
Q1 2024287$210.0K0.1%+287NewHolders