Atticus Wealth Management
COST icon

Atticus Wealth Management’s Costco COST Stock Holding History

Atticus Wealth Management’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
Q3 		$2.61M Sell
2,867
-104
-4% -$97.1K 0.58% 30
2026
Q2 		$2.78M Sell
2,971
-102
-3% -$102K 0.66% 30
2026
Q1 		$3.06M Sell
3,073
-506
-14% -$493K 0.83% 22
2025
Q4 		$3.09M Sell
3,579
-12
-0.3% -$10.9K 0.76% 24
2025
Q3 		$3.32M Sell
3,591
-7
-0.2% -$6.71K 0.84% 22
2025
Q2 		$3.56M Buy
3,598
+41
+1% +$40.8K 0.96% 18
2025
Q1 		$3.36M Buy
3,557
+100
+3% +$97.5K 1.1% 16
2024
Q4 		$3.17M Sell
3,457
-19
-0.5% -$17.6K 0.98% 21
2024
Q3 		$3.08M Buy
3,476
+37
+1% +$32.1K 0.99% 20
2024
Q2 		$2.92M Buy
3,439
+76
+2% +$59.3K 0.96% 21
2024
Q1 		$2.46M Buy
3,363
+166
+5% +$119K 0.81% 23
2023
Q4 		$2.11M Buy
3,197
+2
+0.1% +$1.18K 0.74% 24
2023
Q3 		$1.8M Buy
3,195
+101
+3% +$55.7K 0.69% 26
2023
Q2 		$1.67M Buy
3,094
+17
+0.6% +$8.6K 0.61% 29
2023
Q1 		$1.53M Sell
3,077
-183
-6% -$89.8K 0.58% 27
2022
Q4 		$1.49M Sell
3,260
-9
-0.3% -$4.4K 0.61% 29
2022
Q3 		$1.57M Hold
3,269
– – 0.76% 24
2022
Q2 		$1.57M Buy
3,269
+152
+5% +$77.1K 0.65% 30
2022
Q1 		$1.8M Buy
3,117
+1,064
+52% +$558K 0.66% 32
2021
Q4 		$1.16M Sell
2,053
-48
-2% -$24.6K 0.45% 42
2021
Q3 		$944K Buy
2,101
+33
+2% +$14.5K 0.41% 40
2021
Q2 		$818K Buy
2,068
+1
+0% +$378 0.36% 48
2021
Q1 		$728K Buy
2,067
+22
+1% +$7.66K 0.35% 48
2020
Q4 		$770K Buy
2,045
+37
+2% +$13.8K 0.39% 49
2020
Q3 		$713K Buy
2,008
+125
+7% +$42K 0.43% 49
2020
Q2 		$571K Buy
1,883
+6
+0.3% +$1.82K 0.38% 48
2020
Q1 		$535K Buy
1,877
+1
+0.1% +$303 0.43% 45
2019
Q4 		$551K Buy
+1,876
New +$558K 0.35% 49

Other funds holding COST

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Atticus Wealth Management's COST Position: Q3 2026 in Review

Atticus Wealth Management reduced its Costco (COST) stake by 3.5% in Q3 2026, selling an estimated $97.1K and leaving 2,867 shares worth $2.61M. The position accounts for 0.58% of the portfolio, ranked #30.

Atticus Wealth Management first reported a position in COST in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.56M in Q2 2025. 1,615 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Atticus Wealth Management held 2,867 shares of Costco worth $2.61M as of Q3 2026.
  • Atticus Wealth Management sold 104 Costco shares in Q3 2026, an estimated $97.1K.
  • Costco made up 0.58% of Atticus Wealth Management's portfolio in Q3 2026, its #30 holding.
  • Atticus Wealth Management first reported a position in Costco in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Costco position peaked at $3.56M in Q2 2025.
  • 1,615 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.