John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Costco Wholesale Corp. (COST)
← All COST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.07 $280.90–322.63 · VW $302.25i SEC
2020   Q1 13,061 0.07 Reduce 70.92% 0.12 $271.28–325.26 · VW $293.89i $3,724,000 SEC
2019   Q4 44,912 0.17 Add 0.75% <0.01 $281.60–307.10 · VW $294.21i $13,201,000 SEC
2019   Q3 44,578 0.17 Reduce 51.88% 0.16 $261.67–307.34 · VW $285.71i $12,843,000 SEC
2019   Q2 92,635 0.31 Reduce 31.37% 0.13 $233.05–268.94 · VW $255.42i $24,480,000 SEC
2019   Q1 134,976 0.41 Reduce 1.88% <0.01 $199.85–242.44 · VW $228.14i $32,683,000 SEC
2018   Q4 137,560 0.39 Reduce 0.33% <0.01 $189.51–240.88 · VW $211.37i $28,022,000 SEC
2018   Q3 138,012 0.36 Reduce 39.99% 0.22 $206.05–245.16 · VW $228.70i $32,416,000 SEC
2018   Q2 229,982 0.55 Add 1.39% <0.01 $180.94–212.46 · VW $200.79i $48,062,000 SEC
2018   Q1 226,825 0.50 Reduce 3.28% 0.02 $175.79–199.88 · VW $188.03i $42,741,000 SEC
2017   Q4 234,513 0.51 Add 2.59% 0.01 $154.11–195.35 · VW $178.53i $43,648,000 SEC
2017   Q3 228,597 0.45 Add 4.11% 0.02 $150.00–165.32 · VW $159.87i $37,556,000 SEC
2017   Q2 219,563 0.43 Add 25.84% 0.09 $156.56–183.18 · VW $166.56i $35,115,000 SEC
2017   Q1 174,481 0.36 Add 4.56% 0.02 $158.51–178.71 · VW $168.30i $29,259,000 SEC
2016   Q4 166,868 0.33 Add 120.53% 0.18 $142.11–164.95 · VW $155.72i $26,717,000 SEC
2016   Q3 75,667 0.15 Add 99.28% 0.07 $147.20–169.59 · VW $156.43i $11,540,000 SEC
2016   Q2 37,970 0.08 Add 155.97% 0.05 $138.57–159.09 · VW $151.57i $5,963,000 SEC
2016   Q1 14,834 0.03 Add 5.48% <0.01 $141.62–161.23 · VW $153.48i $2,338,000 SEC
2015   Q4 14,063 0.03 $161.49 $2,271,000 SEC
2015   Q3 14,063 0.03 Add 279.47% 0.02 $117.03–147.59 · VW $136.40i $2,033,000 SEC
2015   Q2 3,706 0.01 Add 5.89% <0.01 $134.73–152.95 · VW $140.91i $501,000 SEC
2015   Q1 3,500 0.01 Add 3.28% <0.01 $138.22–156.85 · VW $148.86i $530,000 SEC
2014   Q4 3,389 0.01 Reduce 35.09% <0.01 $122.05–146.82 · VW $136.87i $480,000 SEC
2014   Q3 5,221 0.01 Add 3.24% <0.01 $114.90–127.78 · VW $122.67i $654,000 SEC
2014   Q2 5,057 0.01 Buy 0.01 $110.36–118.85 · VW $114.79i $582,000 SEC
Price snapshot:
Current price$926.43
52-week low$841.69
52-week high$1,096.50