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Richard C. Young & CO., LTD.: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on COST, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 14,025 COST shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,025 shares
    Change vs previous 13F +158 shares

    0.97% of the 13F portfolio, value $13,120,328.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,867 shares
    Change vs previous 13F +129 shares

    1.14% of the 13F portfolio, value $13,817,323.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,738 shares
    Change vs previous 13F +2,263 shares

    1.06% of the 13F portfolio, value $11,847,207.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,475 shares
    Change vs previous 13F +11,233 shares

    0.99% of the 13F portfolio, value $10,621,699.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 242 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $239,350.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 241 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $228,377.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $221,005.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).