Atlas Capital Advisors’s Costco COST Stock Holding History

Atlas 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
2019 Q3	–	Hold	0	–	-$161	–	648
2019 Q2	–	Hold	0	–	–	–	650

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 $3.38T AUM 44.17% 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

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

Atlas Capital Advisors reduced its Costco (COST) stake by 86% in Q2 2026, selling an estimated $4.75M and leaving 795 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #215.

Atlas Capital Advisors first reported a position in COST in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.81M in Q1 2025. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Atlas Capital Advisors held 795 shares of Costco worth $744K as of Q2 2026.
Atlas Capital Advisors sold 4,772 Costco shares in Q2 2026, an estimated $4.75M.
Costco made up 0.08% of Atlas Capital Advisors's portfolio in Q2 2026, its #215 holding.
Atlas Capital Advisors first reported a position in Costco in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's Costco position peaked at $5.81M in Q1 2025.
4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

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