Challenger Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
EA
PTC
Challenger Wealth Management's COST Position: Q2 2026 in Review
Challenger Wealth Management reduced its Costco (COST) stake by 2.1% in Q2 2026, selling an estimated $49.8K and leaving 2,343 shares worth $2.19M. The position accounts for 1.61% of the portfolio, ranked #16.
Challenger Wealth Management first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q2 2025. 1,961 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Challenger Wealth Management held 2,343 shares of Costco worth $2.19M as of Q2 2026.
- Challenger Wealth Management sold 50 Costco shares in Q2 2026, an estimated $49.8K.
- Costco made up 1.61% of Challenger Wealth Management's portfolio in Q2 2026, its #16 holding.
- Challenger Wealth Management first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
- Challenger Wealth Management's Costco position peaked at $2.7M in Q2 2025.
- 1,961 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.