EMC
COST icon

Everest Management Corp’s Costco COST Stock Holding History

Everest Management Corp’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
Q1 		$432K Buy
434
+78
+22% +$76K 0.22% 50
2025
Q4 		$307K Sell
356
-30
-8% -$27.2K 0.17% 49
2025
Q3 		$357K Sell
386
-13
-3% -$12.5K 0.23% 45
2025
Q2 		$395K Buy
399
+23
+6% +$22.9K 0.28% 43
2025
Q1 		$356K Sell
376
-37
-9% -$36.1K 0.32% 34
2024
Q4 		$378K Buy
+413
New +$383K 0.33% 33

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everest Management Corp's COST Position: Q1 2026 in Review

Everest Management Corp increased its Costco (COST) stake by 22% in Q1 2026, buying an estimated $76K and bringing the position to 434 shares worth $432K. The position accounts for 0.22% of the portfolio, ranked #50.

Everest Management Corp first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Everest Management Corp held 434 shares of Costco worth $432K as of Q1 2026.
  • Everest Management Corp bought 78 Costco shares in Q1 2026, an estimated $76K.
  • Costco made up 0.22% of Everest Management Corp's portfolio in Q1 2026, its #50 holding.
  • Everest Management Corp first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.