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Bedel Financial Consulting’s Costco COST Stock Holding History

Bedel Financial Consulting’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
2018
Q3 		– Sell
-500
Closed -$3K – 688
2018
Q2 		$3K Buy
+500
New +$98.8K ﹤0.01% 589

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bedel Financial Consulting's COST Position: Q2 2026 in Review

Bedel Financial Consulting increased its Costco (COST) stake by 14% in Q2 2026, buying an estimated $152K and bringing the position to 1,212 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #100.

Bedel Financial Consulting first reported a position in COST in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.21M in Q4 2024. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Bedel Financial Consulting held 1,212 shares of Costco worth $1.13M as of Q2 2026.
  • Bedel Financial Consulting bought 153 Costco shares in Q2 2026, an estimated $152K.
  • Costco made up 0.11% of Bedel Financial Consulting's portfolio in Q2 2026, its #100 holding.
  • Bedel Financial Consulting first reported a position in Costco in Q1 2018 and has held it in 34 quarters since.
  • Bedel Financial Consulting's Costco position peaked at $1.21M in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.