Atwood & Palmer’s Costco COST Stock Holding History

Atwood & Palmer’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	$1.29M	Sell	1,380 -10	-0.7%	-$9.96K	0.07%	83
2026 Q1	$1.39M	Hold	1,390	–	–	0.08%	80
2025 Q4	$1.2M	Hold	1,390	–	–	0.07%	84
2025 Q3	$1.29M	Sell	1,390 -303	-18%	-$290K	0.08%	76
2025 Q2	$1.68M	Sell	1,693 -61	-3%	-$60.6K	0.1%	74
2025 Q1	$1.66M	Buy	1,754 +177	+11%	+$173K	0.12%	74
2024 Q4	$1.44M	Hold	1,577	–	–	0.1%	76
2024 Q3	$1.4M	Buy	1,577 +2	+0.1%	+$1.74K	0.1%	74
2024 Q2	$1.34M	Sell	1,575 -129	-8%	-$101K	0.1%	73
2024 Q1	$1.25M	Hold	1,704	–	–	0.09%	74
2023 Q4	$1.12M	Buy	1,704 +2	+0.1%	+$1.19K	0.09%	76
2023 Q3	$962K	Hold	1,702	–	–	0.08%	80
2023 Q2	$916K	Buy	1,702 +465	+38%	+$235K	0.08%	90
2023 Q1	$615K	Sell	1,237 -20	-2%	-$9.81K	0.06%	94
2022 Q4	$574K	Buy	1,257 +34	+3%	+$16.6K	0.05%	106
2022 Q3	$578K	Sell	1,223 -305	-20%	-$159K	0.06%	102
2022 Q2	$732K	Buy	1,528 +53	+4%	+$26.9K	0.07%	91
2022 Q1	$849K	Hold	1,475	–	–	0.07%	86
2021 Q4	$837K	Buy	1,475 +25	+2%	+$12.8K	0.07%	90
2021 Q3	$652K	Sell	1,450 -25	-2%	-$11K	0.06%	93
2021 Q2	$584K	Buy	1,475 +305	+26%	+$115K	0.05%	100
2021 Q1	$412K	Buy	1,170 +100	+9%	+$34.8K	0.04%	117
2020 Q4	$403K	Buy	1,070 +400	+60%	+$149K	0.04%	111
2020 Q3	$238K	Hold	670	–	–	0.03%	122
2020 Q2	$203K	Hold	670	–	–	0.03%	124
2020 Q1	$191K	Buy	670 +100	+18%	+$30.3K	0.03%	119
2019 Q4	$168K	Hold	570	–	–	0.02%	134
2019 Q3	$164K	Hold	570	–	–	0.02%	137
2019 Q2	$151K	Hold	570	–	–	0.02%	137
2019 Q1	$138K	Hold	570	–	–	0.02%	138
2018 Q4	$116K	Buy	570 +115	+25%	+$25.7K	0.02%	144
2018 Q3	$107K	Hold	455	–	–	0.01%	152
2018 Q2	$95K	Hold	455	–	–	0.01%	155
2018 Q1	$86K	Hold	455	–	–	0.01%	160
2017 Q4	$85K	Hold	455	–	–	0.01%	163
2017 Q3	$75K	Sell	455 -128	-22%	-$20.1K	0.01%	164
2017 Q2	$93K	Buy	583 +75	+15%	+$12.9K	0.01%	156
2017 Q1	$85K	Sell	508 -9	-2%	-$1.51K	0.01%	156
2016 Q4	$83K	Hold	517	–	–	0.01%	146
2016 Q3	$79K	Buy	517 +27	+6%	+$4.36K	0.01%	153
2016 Q2	$77K	Hold	490	–	–	0.01%	156
2016 Q1	$77K	Hold	490	–	–	0.01%	153
2015 Q4	$79K	Hold	490	–	–	0.02%	178
2015 Q3	$71K	Sell	490 -64	-12%	-$9.13K	0.01%	171
2015 Q2	$75K	Buy	554 +174	+46%	+$25K	0.01%	173
2015 Q1	$58K	Hold	380	–	–	0.01%	178
2014 Q4	$54K	Hold	380	–	–	0.01%	195
2014 Q3	$48K	Hold	380	–	–	0.01%	203
2014 Q2	$44K	Buy	+380	New	+$43.6K	0.01%	195

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Atwood & Palmer's COST Position: Q2 2026 in Review

Atwood & Palmer reduced its Costco (COST) stake by 0.72% in Q2 2026, selling an estimated $9.96K and leaving 1,380 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #83.

Atwood & Palmer first reported a position in COST in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.68M in Q2 2025. 1,443 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Atwood & Palmer held 1,380 shares of Costco worth $1.29M as of Q2 2026.
Atwood & Palmer sold 10 Costco shares in Q2 2026, an estimated $9.96K.
Costco made up 0.07% of Atwood & Palmer's portfolio in Q2 2026, its #83 holding.
Atwood & Palmer first reported a position in Costco in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Costco position peaked at $1.68M in Q2 2025.
1,443 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.