Challenger Wealth 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
$2.38M Buy
2,393
+35
+1% +$34.1K 1.91% 14
2025
Q4
$2.03M Buy
2,358
+130
+6% +$118K 1.55% 15
2025
Q3
$2.06M Sell
2,228
-502
-18% -$481K 1.61% 15
2025
Q2
$2.7M Buy
2,730
+194
+8% +$193K 1.87% 13
2025
Q1
$2.4M Sell
2,536
-6
-0.2% -$5.85K 1.9% 12
2024
Q4
$2.33M Buy
+2,542
New +$2.36M 2.01% 13

Other funds holding COST

Challenger Wealth Management's COST Position: Q1 2026 in Review

Challenger Wealth Management increased its Costco (COST) stake by 1.5% in Q1 2026, buying an estimated $34.1K and bringing the position to 2,393 shares worth $2.38M. The position accounts for 1.91% of the portfolio, ranked #14.

Challenger Wealth Management first reported a position in COST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q2 2025. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Challenger Wealth Management held 2,393 shares of Costco worth $2.38M as of Q1 2026.
  • Challenger Wealth Management bought 35 Costco shares in Q1 2026, an estimated $34.1K.
  • Costco made up 1.91% of Challenger Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Challenger Wealth Management first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's Costco position peaked at $2.7M in Q2 2025.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.