Archvest Wealth Advisors’s Costco COST Stock Holding History

Archvest Wealth 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	$567K	Buy	606 +45	+8%	+$44.8K	0.33%	39
2026 Q1	$559K	Buy	561 +29	+5%	+$28.3K	0.36%	31
2025 Q4	$459K	Sell	532 -8	-1%	-$7.25K	0.29%	37
2025 Q3	$500K	Buy	540 +32	+6%	+$30.7K	0.44%	38
2025 Q2	$503K	Hold	508	–	–	0.44%	39
2025 Q1	$480K	Buy	508 +78	+18%	+$76K	0.4%	43
2024 Q4	$394K	Buy	430 +20	+5%	+$18.6K	0.29%	45
2024 Q3	$363K	Hold	410	–	–	0.23%	48
2024 Q2	$347K	Buy	410 +22	+6%	+$17.2K	0.23%	47
2024 Q1	$280K	Hold	388	–	–	0.2%	50
2023 Q4	$256K	Hold	388	–	–	0.19%	49
2023 Q3	$219K	Hold	388	–	–	0.18%	47
2023 Q2	$209K	Buy	+388	New	+$196K	0.17%	47
2023 Q1	–	Sell	-500	Closed	-$228K	–	46
2022 Q4	$228K	Hold	500	–	–	0.23%	37
2022 Q3	$236K	Buy	+500	New	+$260K	0.24%	37
2022 Q2	–	Sell	-388	Closed	-$223K	–	38
2022 Q1	$223K	Buy	+388	New	+$204K	0.2%	40

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

Archvest Wealth Advisors's COST Position: Q2 2026 in Review

Archvest Wealth Advisors increased its Costco (COST) stake by 8% in Q2 2026, buying an estimated $44.8K and bringing the position to 606 shares worth $567K. The position accounts for 0.33% of the portfolio, ranked #39.

Archvest Wealth Advisors first reported a position in COST in Q1 2022 and has held it in 16 quarters since. 4,240 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Archvest Wealth Advisors held 606 shares of Costco worth $567K as of Q2 2026.
Archvest Wealth Advisors bought 45 Costco shares in Q2 2026, an estimated $44.8K.
Costco made up 0.33% of Archvest Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Archvest Wealth Advisors first reported a position in Costco in Q1 2022 and has held it in 16 quarters since.
4,240 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.