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Cypress Wealth Services’s Costco COST Stock Holding History

Cypress Wealth Services’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 		$468K Buy
+500
New +$498K 0.06% 252
2020
Q4 		– Sell
-5,685
Closed -$2.02M – 326
2020
Q3 		$2.02M Buy
+5,685
New +$1.91M 0.52% 44

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SP
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 Wealth Services's COST Position: Q2 2026 in Review

Cypress Wealth Services reduced its Costco (COST) stake by 0.81% in Q2 2026, selling an estimated $46.8K and leaving 5,723 shares worth $5.35M. The position accounts for 0.66% of the portfolio, ranked #38.

Cypress Wealth Services first reported a position in COST in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.75M in Q1 2026. 1,443 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Cypress Wealth Services held 5,723 shares of Costco worth $5.35M as of Q2 2026.
  • Cypress Wealth Services sold 47 Costco shares in Q2 2026, an estimated $46.8K.
  • Costco made up 0.66% of Cypress Wealth Services's portfolio in Q2 2026, its #38 holding.
  • Cypress Wealth Services first reported a position in Costco in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Costco position peaked at $5.75M in Q1 2026.
  • 1,443 funds tracked by Wall St. Rank held Costco as of Q2 2026.

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