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 Co. (COST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 0.07 SEC
2020   Q1 13,061 0.07 Reduce 70.92% 0.12 $285.12 $3,724,000 SEC
2019   Q4 44,912 0.17 Add 0.75% <0.01 $293.93 $13,201,000 SEC
2019   Q3 44,578 0.17 Reduce 51.88% 0.16 $288.10 $12,843,000 SEC
2019   Q2 92,635 0.31 Reduce 31.37% 0.13 $264.26 $24,480,000 SEC
2019   Q1 134,976 0.41 Reduce 1.88% <0.01 $242.14 $32,683,000 SEC
2018   Q4 137,560 0.39 Reduce 0.33% <0.01 $203.71 $28,022,000 SEC
2018   Q3 138,012 0.36 Reduce 39.99% 0.22 $234.88 $32,416,000 SEC
2018   Q2 229,982 0.55 Add 1.39% <0.01 $208.98 $48,062,000 SEC
2018   Q1 226,825 0.50 Reduce 3.28% 0.02 $188.43 $42,741,000 SEC
2017   Q4 234,513 0.51 Add 2.59% 0.01 $186.12 $43,648,000 SEC
2017   Q3 228,597 0.45 Add 4.11% 0.02 $164.29 $37,556,000 SEC
2017   Q2 219,563 0.43 Add 25.84% 0.09 $159.93 $35,115,000 SEC
2017   Q1 174,481 0.36 Add 4.56% 0.02 $167.69 $29,259,000 SEC
2016   Q4 166,868 0.33 Add 120.53% 0.18 $160.11 $26,717,000 SEC
2016   Q3 75,667 0.15 Add 99.28% 0.07 $152.51 $11,540,000 SEC
2016   Q2 37,970 0.08 Add 155.97% 0.05 $157.05 $5,963,000 SEC
2016   Q1 14,834 0.03 Add 5.48% <0.01 $157.61 $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 $144.56 $2,033,000 SEC
2015   Q2 3,706 0.01 Add 5.89% <0.01 $135.19 $501,000 SEC
2015   Q1 3,500 0.01 Add 3.28% <0.01 $151.43 $530,000 SEC
2014   Q4 3,389 0.01 Reduce 35.09% <0.01 $141.63 $480,000 SEC
2014   Q3 5,221 0.01 Add 3.24% <0.01 $125.26 $654,000 SEC
2014   Q2 5,057 0.01 Buy 0.01 $115.09 $582,000 SEC