Cypress Point Wealth Management’s Costco COST Stock Holding History

Cypress Point Wealth Management’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	$368K	Buy	+393	New	+$392K	0.07%	93
2021 Q1	–	Sell	-50	Closed	-$19K	–	125
2020 Q4	$19K	Buy	+50	New	+$18.7K	0.03%	132

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cypress Point Wealth Management's COST Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in Costco (COST) in Q2 2026: 393 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #93 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in COST as recently as Q4 2020.

Cypress Point Wealth Management first reported a position in COST in Q4 2020 and has held it in 2 quarters since. 1,443 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Cypress Point Wealth Management held 393 shares of Costco worth $368K as of Q2 2026.
Costco was a new Cypress Point Wealth Management position in Q2 2026.
Costco made up 0.07% of Cypress Point Wealth Management's portfolio in Q2 2026, its #93 holding.
Cypress Point Wealth Management first reported a position in Costco in Q4 2020 and has held it in 2 quarters since.
1,443 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.