Destiny Wealth Partners’s Costco COST Stock Holding History

Destiny Wealth Partners’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	–	Sell	-563	Closed	-$561K	–	344
2026 Q1	$561K	Buy	563 +3	+0.5%	+$2.92K	0.06%	133
2025 Q4	$547K	Sell	560 -4	-0.7%	-$3.63K	0.06%	121
2025 Q3	$522K	Buy	564 +46	+9%	+$44.1K	0.06%	124
2025 Q2	$513K	Buy	+518	New	+$515K	0.07%	119
2023 Q1	–	Sell	-65	Closed	-$29.6K	–	269
2022 Q4	$29.6K	Buy	65 +37	+132%	+$18.1K	0.01%	356
2022 Q3	$13K	Hold	28	–	–	﹤0.01%	400
2022 Q2	$13K	Buy	28 +1	+4%	+$507	﹤0.01%	401
2022 Q1	$16K	Sell	27 -140	-84%	-$73.5K	﹤0.01%	399
2021 Q4	$95K	Buy	167 +26	+18%	+$13.3K	0.02%	230
2021 Q3	$63K	Buy	+141	New	+$62K	0.01%	247
2021 Q2	–	Sell	-24	Closed	-$8K	–	239
2021 Q1	$8K	Buy	24 +9	+60%	+$3.13K	﹤0.01%	424
2020 Q4	$6K	Buy	+15	New	+$5.61K	﹤0.01%	439

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Destiny Wealth Partners's COST Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Costco (COST) in Q2 2026, closing a stake of 563 shares — an estimated $561K sold.

Destiny Wealth Partners first reported a position in COST in Q4 2020 and held it in 12 quarters. The position peaked at $561K in Q1 2026. 4,252 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Destiny Wealth Partners reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 563 Costco shares in Q2 2026, an estimated $561K.
Destiny Wealth Partners first reported a position in Costco in Q4 2020 and held it in 12 quarters.
Destiny Wealth Partners's Costco position peaked at $561K in Q1 2026.
4,252 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.