D. Scott Neal’s Costco COST Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-224	Closed	-$212K	–	56
2025 Q1	$212K	Hold	224	–	–	0.12%	51
2024 Q4	$205K	Buy	+224	New	+$208K	0.11%	53
2017 Q3	–	Sell	-529	Closed	-$85K	–	186
2017 Q2	$85K	Buy	+529	New	+$91.2K	0.06%	79

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

D. Scott Neal's COST Position: Q2 2025 in Review

D. Scott Neal sold out of Costco (COST) in Q2 2025, closing a stake of 224 shares — an estimated $212K sold.

D. Scott Neal first reported a position in COST in Q2 2017 and held it in 3 quarters. The position peaked at $212K in Q1 2025. 4,003 funds tracked by Wall St. Rank hold COST as of Q2 2025.

D. Scott Neal reported no remaining Costco position as of Q2 2025 after selling out during the quarter.
D. Scott Neal sold 224 Costco shares in Q2 2025, an estimated $212K.
D. Scott Neal first reported a position in Costco in Q2 2017 and held it in 3 quarters.
D. Scott Neal's Costco position peaked at $212K in Q1 2025.
4,003 funds tracked by Wall St. Rank held Costco as of Q2 2025.

Based on D. Scott Neal's 13F filing for Q2 2025, filed 8 Jul 2025.