Coyle Financial Counsel’s Costco COST Stock Holding History

Coyle Financial Counsel’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 Q1	$204K	Buy	+205	New	+$200K	0.04%	109
2025 Q3	–	Sell	-206	Closed	-$204K	–	100
2025 Q2	$204K	Buy	+206	New	+$205K	0.05%	90
2018 Q3	–	Sell	-24	Closed	-$5K	–	88
2018 Q2	$5K	Buy	+24	New	+$4.74K	﹤0.01%	175

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coyle Financial Counsel's COST Position: Q1 2026 in Review

Coyle Financial Counsel opened a new position in Costco (COST) in Q1 2026: 205 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings. This is a return to the name: Coyle Financial Counsel previously reported a position in COST as recently as Q2 2025.

Coyle Financial Counsel first reported a position in COST in Q2 2018 and has held it in 3 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Coyle Financial Counsel held 205 shares of Costco worth $204K as of Q1 2026.
Costco was a new Coyle Financial Counsel position in Q1 2026.
Costco made up 0.04% of Coyle Financial Counsel's portfolio in Q1 2026, its #109 holding.
Coyle Financial Counsel first reported a position in Costco in Q2 2018 and has held it in 3 quarters since.
4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.