American Capital Advisory’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$453K Sell
484
-411
-46% -$410K 0.16% 79
2026
Q1
$892K Buy
895
+8
+0.9% +$7.8K 0.36% 49
2025
Q4
$765K Buy
887
+28
+3% +$25.4K 0.33% 54
2025
Q3
$795K Sell
859
-100
-10% -$95.9K 0.37% 49
2025
Q2
$949K Buy
959
+4
+0.4% +$3.98K 0.48% 45
2025
Q1
$903K Buy
955
+5
+0.5% +$4.88K 0.49% 41
2024
Q4
$871K Buy
950
+5
+0.5% +$4.64K 0.48% 45
2024
Q3
$838K Buy
945
+6
+0.6% +$5.21K 0.49% 47
2024
Q2
$620K Sell
939
-155
-14% -$121K 0.44% 47
2024
Q1
$544K Buy
1,094
+155
+17% +$111K 0.47% 52
2023
Q4
$620K Buy
+939
New +$557K 0.44% 47

Other funds holding COST

American Capital Advisory's COST Position: Q2 2026 in Review

American Capital Advisory reduced its Costco (COST) stake by 46% in Q2 2026, selling an estimated $410K and leaving 484 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #79.

American Capital Advisory first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $949K in Q2 2025. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • American Capital Advisory held 484 shares of Costco worth $453K as of Q2 2026.
  • American Capital Advisory sold 411 Costco shares in Q2 2026, an estimated $410K.
  • Costco made up 0.16% of American Capital Advisory's portfolio in Q2 2026, its #79 holding.
  • American Capital Advisory first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's Costco position peaked at $949K in Q2 2025.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.