Carson Advisory’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
Carson Advisory's COST Position: Q2 2026 in Review
Carson Advisory increased its Costco (COST) stake by 1.2% in Q2 2026, buying an estimated $3.98K and bringing the position to 350 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #135.
Carson Advisory first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $345K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Carson Advisory held 350 shares of Costco worth $328K as of Q2 2026.
- Carson Advisory bought 4 Costco shares in Q2 2026, an estimated $3.98K.
- Costco made up 0.15% of Carson Advisory's portfolio in Q2 2026, its #135 holding.
- Carson Advisory first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
- Carson Advisory's Costco position peaked at $345K in Q1 2026.
- 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.