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B. Riley Wealth Advisors’s Costco COST Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-300
Closed -$284K – 1100
2025
Q1 		$284K Buy
+300
New +$292K 0.01% 995

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Advisors's COST Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Costco (COST) stake by 1.4% in Q2 2026, buying an estimated $88.7K and bringing the position to 6,449 shares worth $6.11M. The position accounts for 0.33% of the portfolio, ranked #73.

B. Riley Wealth Advisors first reported a position in COST in Q2 2013 and has held it in 49 quarters since. The position peaked at $23.1M in Q2 2024. 4,233 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • B. Riley Wealth Advisors held 6,449 shares of Costco worth $6.11M as of Q2 2026.
  • B. Riley Wealth Advisors bought 89 Costco shares in Q2 2026, an estimated $88.7K.
  • Costco made up 0.33% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • B. Riley Wealth Advisors first reported a position in Costco in Q2 2013 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's Costco position peaked at $23.1M in Q2 2024.
  • 4,233 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.