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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
Q2 		$425K Buy
454
+20
+5% +$19.9K 0.16% 56
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Everest Management Corp's COST Position: Q2 2026 in Review

Everest Management Corp increased its Costco (COST) stake by 4.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 454 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #56.

Everest Management Corp first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $432K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Everest Management Corp held 454 shares of Costco worth $425K as of Q2 2026.
  • Everest Management Corp bought 20 Costco shares in Q2 2026, an estimated $19.9K.
  • Costco made up 0.16% of Everest Management Corp's portfolio in Q2 2026, its #56 holding.
  • Everest Management Corp first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Everest Management Corp's Costco position peaked at $432K in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.