Crewe Advisors’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 | $1.77M | Buy |
1,888
+28
| +2% | +$27.9K | 0.13% | 69 |
|
|
2026
Q1 | $1.85M | Buy |
1,860
+76
| +4% | +$74.1K | 0.16% | 64 |
|
|
2025
Q4 | $1.54M | Buy |
1,784
+9
| +0.5% | +$8.16K | 0.14% | 64 |
|
|
2025
Q3 | $1.64M | Buy |
1,775
+61
| +4% | +$58.5K | 0.16% | 65 |
|
|
2025
Q2 | $1.7M | Sell |
1,714
-89
| -5% | -$88.5K | 0.24% | 50 |
|
|
2025
Q1 | $1.71M | Sell |
1,803
-29
| -2% | -$28.3K | 0.24% | 41 |
|
|
2024
Q4 | $1.68M | Buy |
1,832
+27
| +1% | +$25.1K | 0.23% | 41 |
|
|
2024
Q3 | $1.6M | Sell |
1,805
-895
| -33% | -$777K | 0.19% | 44 |
|
|
2024
Q2 | $2.29M | Sell |
2,700
-32
| -1% | -$25K | 0.26% | 45 |
|
|
2024
Q1 | $2M | Buy |
+2,732
| New | +$1.95M | 0.23% | 47 |
|
|
2023
Q3 | – | Sell |
-720
| Closed | -$388K | – | 656 |
|
|
2023
Q2 | $388K | Buy |
720
+1
| +0.1% | +$506 | 0.05% | 92 |
|
|
2023
Q1 | $357K | Sell |
719
-31
| -4% | -$15.2K | 0.05% | 106 |
|
|
2022
Q4 | $342K | Sell |
750
-149
| -17% | -$72.8K | 0.05% | 102 |
|
|
2022
Q3 | $425K | Buy |
899
+59
| +7% | +$30.7K | 0.08% | 83 |
|
|
2022
Q2 | $403K | Buy |
840
+182
| +28% | +$92.3K | 0.09% | 69 |
|
|
2022
Q1 | $379K | Sell |
658
-5
| -0.8% | -$2.62K | 0.07% | 68 |
|
|
2021
Q4 | $376K | Buy |
663
+322
| +94% | +$165K | 0.08% | 55 |
|
|
2021
Q3 | $153K | Sell |
341
-408
| -54% | -$179K | 0.04% | 88 |
|
|
2021
Q2 | $296K | Sell |
749
-247
| -25% | -$93.4K | 0.07% | 47 |
|
|
2021
Q1 | $351K | Sell |
996
-13
| -1% | -$4.53K | 0.09% | 41 |
|
|
2020
Q4 | $380K | Sell |
1,009
-4
| -0.4% | -$1.5K | 0.15% | 38 |
|
|
2020
Q3 | $360K | Buy |
1,013
+83
| +9% | +$27.9K | 0.17% | 32 |
|
|
2020
Q2 | $282K | Buy |
930
+655
| +238% | +$199K | 0.14% | 42 |
|
|
2020
Q1 | $78K | Sell |
275
-274
| -50% | -$83.1K | 0.05% | 74 |
|
|
2019
Q4 | $161K | Buy |
549
+134
| +32% | +$39.8K | 0.07% | 57 |
|
|
2019
Q3 | $120K | Buy |
415
+35
| +9% | +$9.85K | 0.06% | 75 |
|
|
2019
Q2 | $100K | Hold |
380
| – | – | 0.03% | 113 |
|
|
2019
Q1 | $92K | Buy |
380
+2
| +0.5% | +$437 | 0.03% | 91 |
|
|
2018
Q4 | $77K | Hold |
378
| – | – | 0.02% | 90 |
|
|
2018
Q3 | $89K | Hold |
378
| – | – | 0.08% | 89 |
|
|
2018
Q2 | $79K | Buy |
378
+150
| +66% | +$29.6K | 0.07% | 91 |
|
|
2018
Q1 | $43K | Hold |
228
| – | – | 0.04% | 126 |
|
|
2017
Q4 | $42K | Buy |
+228
| New | +$39.4K | 0.04% | 131 |
|
Other funds holding COST
EA
PTC
Crewe Advisors's COST Position: Q2 2026 in Review
Crewe Advisors increased its Costco (COST) stake by 1.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,888 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #69.
Crewe Advisors first reported a position in COST in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.29M in Q2 2024. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Crewe Advisors held 1,888 shares of Costco worth $1.77M as of Q2 2026.
- Crewe Advisors bought 28 Costco shares in Q2 2026, an estimated $27.9K.
- Costco made up 0.13% of Crewe Advisors's portfolio in Q2 2026, its #69 holding.
- Crewe Advisors first reported a position in Costco in Q4 2017 and has held it in 33 quarters since.
- Crewe Advisors's Costco position peaked at $2.29M in Q2 2024.
- 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.