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Decker Retirement Planning’s Costco COST Stock Holding History

Decker Retirement Planning’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 		$21.9K Buy
+23
New +$22.9K 0.01% 163
2025
Q3 		– Sell
-20
Closed -$19.8K – 237
2025
Q2 		$19.8K Buy
+20
New +$19.9K 0.01% 117
2025
Q1 		– Sell
-166
Closed -$152K – 293
2024
Q4 		$152K Buy
+166
New +$154K 0.09% 67

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Decker Retirement Planning's COST Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in Costco (COST) in Q2 2026: 23 shares worth $21.9K. The stake represents 0.01% of the portfolio and ranks #163 among its holdings. This is a return to the name: Decker Retirement Planning previously reported a position in COST as recently as Q2 2025.

Decker Retirement Planning first reported a position in COST in Q4 2024 and has held it in 3 quarters since. The position peaked at $152K in Q4 2024. 696 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Decker Retirement Planning held 23 shares of Costco worth $21.9K as of Q2 2026.
  • Costco was a new Decker Retirement Planning position in Q2 2026.
  • Costco made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #163 holding.
  • Decker Retirement Planning first reported a position in Costco in Q4 2024 and has held it in 3 quarters since.
  • Decker Retirement Planning's Costco position peaked at $152K in Q4 2024.
  • 696 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.