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Bouchey Financial Group’s Costco COST Stock Holding History

Bouchey Financial Group’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 		$467K Sell
499
-48
-9% -$47.8K 0.03% 109
2026
Q1 		$565K Buy
547
+148
+37% +$144K 0.04% 90
2025
Q4 		$344K Sell
399
-49
-11% -$44.4K 0.03% 109
2025
Q3 		$414K Buy
448
+7
+2% +$6.71K 0.03% 93
2025
Q2 		$437K Buy
441
+5
+1% +$4.97K 0.04% 85
2025
Q1 		$413K Buy
436
+2
+0.5% +$1.95K 0.04% 84
2024
Q4 		$398K Buy
+434
New +$403K 0.03% 90

Other funds holding COST

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
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Bouchey Financial Group's COST Position: Q2 2026 in Review

Bouchey Financial Group reduced its Costco (COST) stake by 8.8% in Q2 2026, selling an estimated $47.8K and leaving 499 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #109.

Bouchey Financial Group first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 1,571 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Bouchey Financial Group held 499 shares of Costco worth $467K as of Q2 2026.
  • Bouchey Financial Group sold 48 Costco shares in Q2 2026, an estimated $47.8K.
  • Costco made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #109 holding.
  • Bouchey Financial Group first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Bouchey Financial Group's Costco position peaked at $565K in Q1 2026.
  • 1,571 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.