Atlas Legacy Advisors’s Costco COST Stock Holding History

Atlas Legacy 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	$1.8M	Buy	1,917 +284	+17%	+$283K	0.27%	63
2026 Q1	$1.63M	Sell	1,633 -208	-11%	-$203K	0.3%	60
2025 Q4	$1.62M	Buy	1,841 +158	+9%	+$143K	0.28%	65
2025 Q3	$1.56M	Buy	1,683 +118	+8%	+$113K	0.3%	62
2025 Q2	$1.55M	Buy	1,565 +332	+27%	+$330K	0.34%	58
2025 Q1	$1.17M	Sell	1,233 -96	-7%	-$93.6K	0.3%	62
2024 Q4	$1.22M	Buy	+1,329	New	+$1.23M	0.3%	54

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

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

Atlas Legacy Advisors increased its Costco (COST) stake by 17% in Q2 2026, buying an estimated $283K and bringing the position to 1,917 shares worth $1.8M. The position accounts for 0.27% of the portfolio, ranked #63.

Atlas Legacy Advisors first reported a position in COST in Q4 2024 and has held it in 7 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Atlas Legacy Advisors held 1,917 shares of Costco worth $1.8M as of Q2 2026.
Atlas Legacy Advisors bought 284 Costco shares in Q2 2026, an estimated $283K.
Costco made up 0.27% of Atlas Legacy Advisors's portfolio in Q2 2026, its #63 holding.
Atlas Legacy Advisors first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.