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 Q2	$210K	Buy	224 +19	+9%	+$18.9K	0.04%	120
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Coyle Financial Counsel's COST Position: Q2 2026 in Review

Coyle Financial Counsel increased its Costco (COST) stake by 9.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 224 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #120.

Coyle Financial Counsel first reported a position in COST in Q2 2018 and has held it in 4 quarters since. 4,252 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Coyle Financial Counsel held 224 shares of Costco worth $210K as of Q2 2026.
Coyle Financial Counsel bought 19 Costco shares in Q2 2026, an estimated $18.9K.
Costco made up 0.04% of Coyle Financial Counsel's portfolio in Q2 2026, its #120 holding.
Coyle Financial Counsel first reported a position in Costco in Q2 2018 and has held it in 4 quarters since.
4,252 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.