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Colonial Trust Advisors: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on COST, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 31,220 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,220 shares
    Change vs previous 13F -458 shares

    1.31% of the 13F portfolio, value $29,205,501.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 22,991 shares
    • Colonial Trust Co / SC: 8,229 shares

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

  2. period ended2026-03-31
    13F 31,678 shares
    Change vs previous 13F -822 shares

    1.56% of the 13F portfolio, value $31,564,919.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 23,185 shares
    • Colonial Trust Co / SC: 8,493 shares

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

  3. period ended2025-12-31
    13F 32,500 shares
    Change vs previous 13F -868 shares

    1.35% of the 13F portfolio, value $28,026,359.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 23,957 shares
    • Colonial Trust Co / SC: 8,543 shares

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

  4. period ended2025-09-30
    13F 33,368 shares
    Change vs previous 13F -471 shares

    1.51% of the 13F portfolio, value $30,885,806.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 24,580 shares
    • Colonial Trust Co / SC: 8,788 shares

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

  5. period ended2025-06-30
    13F 33,839 shares
    Change vs previous 13F -203 shares

    1.77% of the 13F portfolio, value $33,498,612.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 25,074 shares
    • Colonial Trust Co / SC: 8,765 shares

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

  6. period ended2025-03-31
    13F 34,042 shares
    Change vs previous 13F -48 shares

    1.82% of the 13F portfolio, value $32,195,551.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 25,061 shares
    • Colonial Trust Co / SC: 8,981 shares

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

  7. period ended2024-12-31
    13F 34,090 shares
    Change vs previous 13F +267 shares

    1.73% of the 13F portfolio, value $31,235,554.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 25,017 shares
    • Colonial Trust Co / SC: 9,073 shares

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

  8. period ended2024-09-30
    13F 33,823 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $29,984,527.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 25,207 shares
    • Colonial Trust Co / SC: 8,616 shares

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