Anchor Capital Advisors’s Costco COST Stock Holding History

Anchor Capital Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Hold	270	–	–	0.01%	231
2026 Q1	$269K	Buy	+270	New	+$263K	0.01%	228

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Anchor Capital Advisors's COST Position: Q2 2026 in Review

Anchor Capital Advisors held its Costco (COST) position steady in Q2 2026 at 270 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #231.

Anchor Capital Advisors first reported a position in COST in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Anchor Capital Advisors held 270 shares of Costco worth $253K as of Q2 2026.
Anchor Capital Advisors left its Costco share count unchanged in Q2 2026.
Costco made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #231 holding.
Anchor Capital Advisors first reported a position in Costco in Q1 2026 and has held it in 2 quarters since.
Anchor Capital Advisors's Costco position peaked at $269K in Q1 2026.
4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.