Tom Russo's COST Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 4,624 shares of Costco Wholesale Corporation (COST) worth $3.99 M, representing 0.04% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Tom Russo has maintained a long-term strategic position in COST, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 1,000 shares. Largest reduction occurred in Q3 2017, reducing 1,325 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's Costco Wholesale Corporation (COST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Costco Wholesale Corporation (COST) Trades by Tom Russo
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -9 | Reduce 0.19% | 4,624 | $925.57 |
| Q2 2025 | -4 | Reduce 0.09% | 4,633 | $989.85 |
| Q1 2025 | -760 | Reduce 14.08% | 4,637 | $945.87 |
| Q4 2024 | -25 | Reduce 0.46% | 5,397 | $916.33 |
| Q3 2024 | -55 | Reduce 1.00% | 5,422 | $886.56 |
| Q1 2024 | -73 | Reduce 1.32% | 5,477 | $732.63 |
| Q4 2023 | +407 | Add 7.91% | 5,550 | $660.08 |
| Q3 2023 | -85 | Reduce 1.63% | 5,143 | $564.94 |
| Q2 2023 | +96 | Add 1.87% | 5,228 | $538.35 |
| Q1 2023 | -257 | Reduce 4.77% | 5,132 | $496.92 |
| Q3 2022 | -200 | Reduce 3.58% | 5,389 | $472.26 |
| Q2 2022 | -150 | Reduce 2.61% | 5,589 | $479.33 |
| Q1 2022 | +475 | Add 9.02% | 5,739 | $575.88 |
| Q3 2021 | +96 | Add 1.86% | 5,264 | $449.28 |
| Q2 2021 | -126 | Reduce 2.38% | 5,168 | $395.70 |
| Q1 2021 | -101 | Reduce 1.87% | 5,294 | $352.47 |
| Q4 2020 | +2 | Add 0.04% | 5,395 | $376.83 |
| Q3 2020 | -26 | Reduce 0.48% | 5,393 | $354.90 |
| Q2 2020 | +390 | Add 7.76% | 5,419 | $303.19 |
| Q1 2020 | -136 | Reduce 2.63% | 5,029 | $285.15 |
| Q4 2019 | -5 | Reduce 0.10% | 5,165 | $293.90 |
| Q3 2019 | +78 | Add 1.53% | 5,170 | $288.20 |
| Q2 2019 | -135 | Reduce 2.58% | 5,092 | $264.34 |
| Q3 2018 | -246 | Reduce 4.49% | 5,227 | $234.93 |
| Q1 2018 | +155 | Add 2.91% | 5,473 | $188.38 |
| Q3 2017 | -1,325 | Reduce 19.95% | 5,318 | $164.35 |
| Q1 2017 | -5 | Reduce 0.08% | 6,643 | $167.70 |
| Q4 2016 | +132 | Add 2.03% | 6,648 | $160.05 |
| Q2 2016 | +125 | Add 1.96% | 6,516 | $157.00 |
| Q1 2016 | +96 | Add 1.53% | 6,391 | $157.57 |
| Q3 2015 | +640 | Add 11.32% | 6,295 | $144.56 |
| Q2 2014 | -1,200 | Reduce 17.51% | 5,655 | $115.12 |
| Q1 2014 | +1,000 | Add 17.08% | 6,855 | $111.74 |
| Q2 2013 | +5,855 | Add 0.00% | 5,855 | $110.50 |
Tom Russo's Costco Wholesale Corporation Investment FAQs
Tom Russo first purchased Costco Wholesale Corporation (COST) in Q2 2013, acquiring 5,855 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held Costco Wholesale Corporation (COST) for 51 quarters since Q2 2013.
Tom Russo's largest addition to Costco Wholesale Corporation (COST) was in Q2 2013, adding 5,855 shares worth $647,000.
According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 4,624 shares of Costco Wholesale Corporation (COST), valued at approximately $3.99 M.
As of the Q4 2025 filing, Costco Wholesale Corporation (COST) represents approximately 0.04% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Russo's peak holding in Costco Wholesale Corporation (COST) was 6,855 shares, as reported at the end of Q1 2014.