Contravisory Investment 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
Q2
$12.2K Buy
+13
New +$13K ﹤0.01% 346
2026
Q1
Sell
-10,302
Closed -$8.88M 382
2025
Q4
$8.88M Sell
10,302
-285
-3% -$258K 1.76% 26
2025
Q3
$9.8M Sell
10,587
-350
-3% -$335K 1.9% 18
2025
Q2
$10.8M Buy
10,937
+114
+1% +$113K 2.13% 9
2025
Q1
$10.2M Sell
10,823
-251
-2% -$245K 2.16% 7
2024
Q4
$10.1M Sell
11,074
-42
-0.4% -$39K 2.17% 8
2024
Q3
$9.85M Buy
11,116
+57
+0.5% +$49.5K 2.11% 11
2024
Q2
$9.4M Buy
11,059
+10,254
+1,274% +$8M 2.08% 12
2024
Q1
$590K Buy
805
+218
+37% +$156K 0.13% 103
2023
Q4
$387K Buy
+587
New +$348K 0.1% 157
2023
Q2
Sell
-35
Closed -$17.4K 313
2023
Q1
$17.4K Sell
35
-15
-30% -$7.36K ﹤0.01% 252
2022
Q4
$22.8K Buy
+50
New +$24.4K 0.01% 246
2022
Q2
Sell
-45
Closed -$26K 336
2022
Q1
$26K Buy
+45
New +$23.6K 0.01% 248
2021
Q2
Sell
-15,959
Closed -$5.63M 272
2021
Q1
$5.63M Sell
15,959
-403
-2% -$140K 1.76% 27
2020
Q4
$6.17M Buy
16,362
+55
+0.3% +$20.6K 1.91% 23
2020
Q3
$5.79M Buy
16,307
+9
+0.1% +$3.02K 1.97% 23
2020
Q2
$4.91M Buy
16,298
+412
+3% +$125K 1.81% 25
2020
Q1
$4.53M Buy
15,886
+529
+3% +$161K 2.01% 19
2019
Q4
$4.51M Buy
15,357
+59
+0.4% +$17.5K 1.65% 31
2019
Q3
$4.41M Sell
15,298
-216
-1% -$60.8K 1.67% 27
2019
Q2
$4.1M Sell
15,514
-667
-4% -$166K 1.59% 31
2019
Q1
$3.92M Sell
16,181
-284
-2% -$62.1K 1.52% 34
2018
Q4
$3.35M Sell
16,465
-114
-0.7% -$25.5K 1.45% 36
2018
Q3
$3.89M Buy
+16,579
New +$3.73M 1.4% 42
2017
Q2
Sell
-388
Closed -$65K 168
2017
Q1
$65K Hold
388
0.02% 173
2016
Q4
$62K Sell
388
-41,649
-99% -$6.36M 0.02% 117
2016
Q3
$6.41M Sell
42,037
-2,092
-5% -$338K 2.06% 25
2016
Q2
$6.93M Buy
44,129
+44,116
+339,354% +$6.68M 2.13% 23
2016
Q1
$2K Hold
13
﹤0.01% 149
2015
Q4
$2K Buy
+13
New +$2.06K ﹤0.01% 155

Other funds holding COST

Contravisory Investment Management's COST Position: Q2 2026 in Review

Contravisory Investment Management opened a new position in Costco (COST) in Q2 2026: 13 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Contravisory Investment Management previously reported a position in COST as recently as Q4 2025.

Contravisory Investment Management first reported a position in COST in Q4 2015 and has held it in 30 quarters since. The position peaked at $10.8M in Q2 2025. 1,132 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Contravisory Investment Management held 13 shares of Costco worth $12.2K as of Q2 2026.
  • Costco was a new Contravisory Investment Management position in Q2 2026.
  • Costco made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #346 holding.
  • Contravisory Investment Management first reported a position in Costco in Q4 2015 and has held it in 30 quarters since.
  • Contravisory Investment Management's Costco position peaked at $10.8M in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.