DBFM
COST icon

Dickmeyer Boyce Financial Management’s Costco COST Stock Holding History

Dickmeyer Boyce Financial Management’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
Q3 		$607K Hold
666
– – 0.31% 75
2026
Q2 		$623K Buy
666
+102
+18% +$102K 0.32% 75
2026
Q1 		$562K Buy
+564
New +$550K 0.33% 73

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Dickmeyer Boyce Financial Management's COST Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Costco (COST) position steady in Q3 2026 at 666 shares worth $607K. The position accounts for 0.31% of the portfolio, ranked #75.

Dickmeyer Boyce Financial Management first reported a position in COST in Q1 2026 and has held it in 3 quarters since. The position peaked at $623K in Q2 2026. 152 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 666 shares of Costco worth $607K as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.31% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #75 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Costco in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Costco position peaked at $623K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.