Cyr Financial’s Costco COST Stock Holding History

Cyr Financial’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
2025 Q4	–	Sell	-877	Closed	-$812K	–	60
2025 Q3	$812K	Buy	877 +30	+4%	+$28.8K	0.55%	38
2025 Q2	$839K	Buy	847 +208	+33%	+$207K	0.65%	37
2025 Q1	$604K	Buy	639 +35	+6%	+$34.1K	0.54%	35
2024 Q4	$553K	Buy	+604	New	+$560K	0.5%	40

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cyr Financial's COST Position: Q4 2025 in Review

Cyr Financial sold out of Costco (COST) in Q4 2025, closing a stake of 877 shares — an estimated $812K sold.

Cyr Financial first reported a position in COST in Q4 2024 and held it in 4 quarters. The position peaked at $839K in Q2 2025. 4,113 funds tracked by Wall St. Rank hold COST as of Q4 2025.

Cyr Financial reported no remaining Costco position as of Q4 2025 after selling out during the quarter.
Cyr Financial sold 877 Costco shares in Q4 2025, an estimated $812K.
Cyr Financial first reported a position in Costco in Q4 2024 and held it in 4 quarters.
Cyr Financial's Costco position peaked at $839K in Q2 2025.
4,113 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Cyr Financial's 13F filing for Q4 2025, filed 16 Jan 2026.