Creative Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
Creative Planning's COST Position: Q2 2026 in Review
Creative Planning increased its Costco (COST) stake by 1.8% in Q2 2026, buying an estimated $5.54M and bringing the position to 306,789 shares worth $287M. The position accounts for 0.17% of the portfolio, ranked #65.
Creative Planning first reported a position in COST in Q2 2013 and has held it in 53 quarters since. The position peaked at $300M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Creative Planning held 306,789 shares of Costco worth $287M as of Q2 2026.
- Creative Planning bought 5,556 Costco shares in Q2 2026, an estimated $5.54M.
- Costco made up 0.17% of Creative Planning's portfolio in Q2 2026, its #65 holding.
- Creative Planning first reported a position in Costco in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's Costco position peaked at $300M in Q1 2026.
- 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.