Costello Asset Management’s Birkenstock BIRK Stock Holding History

Costello Asset Management’s Portfolio BIRK Stock Details BIRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.3K	Hold	100	–	–	﹤0.01%	602
2026 Q1	$3.58K	Hold	100	–	–	﹤0.01%	591
2025 Q4	$4.09K	Hold	100	–	–	﹤0.01%	580
2025 Q3	$4.53K	Hold	100	–	–	﹤0.01%	553
2025 Q2	$4.92K	Hold	100	–	–	﹤0.01%	554
2025 Q1	$4.58K	Buy	+100	New	+$5.27K	﹤0.01%	537

Other funds holding BIRK

CMC

Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Costello Asset Management's BIRK Position: Q2 2026 in Review

Costello Asset Management held its Birkenstock (BIRK) position steady in Q2 2026 at 100 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Costello Asset Management first reported a position in BIRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.92K in Q2 2025. 236 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

Costello Asset Management held 100 shares of Birkenstock worth $4.3K as of Q2 2026.
Costello Asset Management left its Birkenstock share count unchanged in Q2 2026.
Birkenstock made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #602 holding.
Costello Asset Management first reported a position in Birkenstock in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Birkenstock position peaked at $4.92K in Q2 2025.
236 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.