Christensen King & Associates Investment Services’s Costco COST Stock Holding History

Christensen King & Associates Investment Services’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	$458K	Hold	489	–	–	0.18%	64
2026 Q1	$488K	Buy	489 +7	+1%	+$6.82K	0.21%	59
2025 Q4	$416K	Sell	482 -20	-4%	-$18.1K	0.18%	67
2025 Q3	$464K	Buy	502 +21	+4%	+$20.1K	0.2%	63
2025 Q2	$477K	Hold	481	–	–	0.22%	58
2025 Q1	$447K	Sell	481 -64	-12%	-$62.4K	0.21%	62
2024 Q4	$522K	Buy	545 +1	+0.2%	+$928	0.24%	53
2024 Q3	$483K	Sell	544 -37	-6%	-$32.1K	0.23%	56
2024 Q2	$494K	Sell	581 -1	-0.2%	-$780	0.24%	55
2024 Q1	$426K	Sell	582 -48	-8%	-$34.3K	0.21%	59
2023 Q4	$416K	Buy	+630	New	+$373K	0.22%	62

Other funds holding COST

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Christensen King & Associates Investment Services's COST Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Costco (COST) position steady in Q2 2026 at 489 shares worth $458K. The position accounts for 0.18% of the portfolio, ranked #64.

Christensen King & Associates Investment Services first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q4 2024. 2,653 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Christensen King & Associates Investment Services held 489 shares of Costco worth $458K as of Q2 2026.
Christensen King & Associates Investment Services left its Costco share count unchanged in Q2 2026.
Costco made up 0.18% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #64 holding.
Christensen King & Associates Investment Services first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
Christensen King & Associates Investment Services's Costco position peaked at $522K in Q4 2024.
2,653 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.