Bingham Private Wealth’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
1,272
+37
+3% +$36.9K 0.82% 29
2026
Q1
$1.23M Buy
1,235
+572
+86% +$557K 0.98% 29
2025
Q4
$572K Buy
+663
New +$601K 0.49% 57
2025
Q2
$564K Sell
570
-18
-3% -$17.9K 0.54% 54
2025
Q1
$556K Sell
588
-1
-0.2% -$975 0.58% 52
2024
Q4
$540K Buy
+589
New +$547K 0.57% 54

Other funds holding COST

Bingham Private Wealth's COST Position: Q2 2026 in Review

Bingham Private Wealth increased its Costco (COST) stake by 3% in Q2 2026, buying an estimated $36.9K and bringing the position to 1,272 shares worth $1.19M. The position accounts for 0.82% of the portfolio, ranked #29.

Bingham Private Wealth first reported a position in COST in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q1 2026. 4,247 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Bingham Private Wealth held 1,272 shares of Costco worth $1.19M as of Q2 2026.
  • Bingham Private Wealth bought 37 Costco shares in Q2 2026, an estimated $36.9K.
  • Costco made up 0.82% of Bingham Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Bingham Private Wealth first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • Bingham Private Wealth's Costco position peaked at $1.23M in Q1 2026.
  • 4,247 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.