Brasada Capital Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$13.5M Sell
13,234
-4,998
-27% -$4.87M 2.47% 6
2025
Q4
$15.6M Buy
18,232
+118
+0.7% +$107K 2.63% 8
2025
Q3
$16.6M Buy
18,114
+192
+1% +$184K 2.8% 8
2025
Q2
$17.7M Sell
17,922
-1,395
-7% -$1.39M 3.01% 4
2025
Q1
$17.6M Sell
19,317
-117
-0.6% -$114K 3.49% 4
2024
Q4
$18M Buy
19,434
+24
+0.1% +$22.3K 3.14% 4
2024
Q3
$17.1M Sell
19,410
-853
-4% -$740K 2.98% 5
2024
Q2
$17.2M Sell
20,263
-2,162
-10% -$1.69M 2.99% 6
2024
Q1
$16.4M Sell
22,425
-2,680
-11% -$1.91M 2.9% 7
2023
Q4
$16.6M Buy
25,105
+155
+0.6% +$91.9K 3.2% 4
2023
Q3
$13.9M Buy
24,950
+472
+2% +$261K 3.25% 5
2023
Q2
$13.2M Buy
24,478
+563
+2% +$285K 2.85% 7
2023
Q1
$11.9M Buy
23,915
+467
+2% +$229K 2.65% 8
2022
Q4
$10.7M Sell
23,448
-191
-0.8% -$93.3K 2.46% 10
2022
Q3
$11.2M Sell
23,639
-209
-0.9% -$109K 2.65% 9
2022
Q2
$11.4M Sell
23,848
-1,398
-6% -$709K 2.57% 9
2022
Q1
$14.5M Sell
25,246
-1,454
-5% -$763K 2.75% 6
2021
Q4
$13.4M Buy
26,700
+144
+0.5% +$73.8K 2.53% 10
2021
Q3
$11.9M Sell
26,556
-307
-1% -$135K 2.34% 11
2021
Q2
$10.6M Buy
26,863
+572
+2% +$216K 2.08% 11
2021
Q1
$9.27M Buy
26,291
+6,098
+30% +$2.12M 2% 13
2020
Q4
$7.61M Buy
20,193
+1,497
+8% +$559K 1.74% 16
2020
Q3
$6.64M Buy
18,696
+191
+1% +$64.2K 1.68% 18
2020
Q2
$5.61M Buy
18,505
+1,060
+6% +$322K 1.57% 19
2020
Q1
$4.97M Buy
17,445
+1,132
+7% +$343K 1.78% 20
2019
Q4
$4.79M Buy
16,313
+3,626
+29% +$1.08M 1.19% 28
2019
Q3
$3.65M Buy
12,687
+454
+4% +$128K 0.98% 33
2019
Q2
$3.29M Buy
12,233
+35
+0.3% +$8.72K 0.88% 34
2019
Q1
$2.95M Sell
12,198
-100
-0.8% -$21.9K 0.88% 35
2018
Q4
$2.5M Buy
12,298
+10
+0.1% +$2.23K 0.83% 36
2018
Q3
$2.89M Buy
12,288
+2,055
+20% +$463K 0.8% 38
2018
Q2
$2.14M Sell
10,233
-3,023
-23% -$597K 0.66% 44
2018
Q1
$2.5M Buy
13,256
+667
+5% +$126K 0.78% 40
2017
Q4
$2.34M Buy
+12,589
New +$2.17M 0.79% 42

Other funds holding COST

Brasada Capital Management's COST Position: Q1 2026 in Review

Brasada Capital Management reduced its Costco (COST) stake by 27% in Q1 2026, selling an estimated $4.87M and leaving 13,234 shares worth $13.5M. The position accounts for 2.47% of the portfolio, ranked #6.

Brasada Capital Management first reported a position in COST in Q4 2017 and has held it in 34 quarters since. The position peaked at $18M in Q4 2024. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Brasada Capital Management held 13,234 shares of Costco worth $13.5M as of Q1 2026.
  • Brasada Capital Management sold 4,998 Costco shares in Q1 2026, an estimated $4.87M.
  • Costco made up 2.47% of Brasada Capital Management's portfolio in Q1 2026, its #6 holding.
  • Brasada Capital Management first reported a position in Costco in Q4 2017 and has held it in 34 quarters since.
  • Brasada Capital Management's Costco position peaked at $18M in Q4 2024.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.