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Bennett Selby Investments’s Costco COST Stock Holding History

Bennett Selby Investments’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 		$2.27M Buy
2,423
+40
+2% +$39.9K 0.72% 25
2026
Q1 		$2.37M Sell
2,383
-53
-2% -$51.6K 0.83% 22
2025
Q4 		$2.1M Buy
2,436
+141
+6% +$128K 0.68% 27
2025
Q3 		$2.12M Buy
2,295
+370
+19% +$355K 0.7% 26
2025
Q2 		$1.91M Buy
1,925
+816
+74% +$811K 0.68% 27
2025
Q1 		$1.05M Buy
1,109
+165
+17% +$161K 0.41% 35
2024
Q4 		$865K Buy
944
+26
+3% +$24.1K 0.34% 41
2024
Q3 		$813K Buy
918
+89
+11% +$77.2K 0.34% 42
2024
Q2 		$704K Buy
829
+14
+2% +$10.9K 0.32% 42
2024
Q1 		$597K Buy
815
+141
+21% +$101K 0.28% 43
2023
Q4 		$445K Buy
674
+81
+14% +$48K 0.23% 46
2023
Q3 		$335K Buy
593
+142
+31% +$78.4K 0.2% 47
2023
Q2 		$243K Buy
451
+41
+10% +$20.7K 0.14% 53
2023
Q1 		$204K Sell
410
-55
-12% -$27K 0.13% 53
2022
Q4 		$212K Buy
+465
New +$227K 0.16% 51

Other funds holding COST

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Bennett Selby Investments's COST Position: Q2 2026 in Review

Bennett Selby Investments increased its Costco (COST) stake by 1.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 2,423 shares worth $2.27M. The position accounts for 0.72% of the portfolio, ranked #25.

Bennett Selby Investments first reported a position in COST in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q1 2026. 2,323 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Bennett Selby Investments held 2,423 shares of Costco worth $2.27M as of Q2 2026.
  • Bennett Selby Investments bought 40 Costco shares in Q2 2026, an estimated $39.9K.
  • Costco made up 0.72% of Bennett Selby Investments's portfolio in Q2 2026, its #25 holding.
  • Bennett Selby Investments first reported a position in Costco in Q4 2022 and has held it in 15 quarters since.
  • Bennett Selby Investments's Costco position peaked at $2.37M in Q1 2026.
  • 2,323 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.