Evernest Financial Advisors’s Costco COST Stock Holding History

Evernest Financial Advisors’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	$1.11M	Buy	1,186 +25	+2%	+$24.9K	0.23%	70
2026 Q1	$1.16M	Buy	1,161 +4	+0.3%	+$3.9K	0.24%	65
2025 Q4	$1.15M	Sell	1,157 -100	-8%	-$90.6K	0.24%	65
2025 Q3	$1.16M	Hold	1,257	–	–	0.33%	60
2025 Q2	$1.24M	Buy	1,257 +102	+9%	+$101K	0.4%	52
2025 Q1	$1.09M	Buy	1,155 +8	+0.7%	+$7.8K	0.39%	59
2024 Q4	$1.05M	Sell	1,147 -70	-6%	-$65K	0.27%	67
2024 Q3	$1.08M	Sell	1,217 -38	-3%	-$33K	0.29%	60
2024 Q2	$1.07M	Buy	1,255 +2	+0.2%	+$1.56K	0.48%	48
2024 Q1	$889K	Sell	1,253 -253	-17%	-$181K	0.42%	53
2023 Q4	$994K	Buy	+1,506	New	+$893K	0.5%	46
2021 Q4	$827K	Buy	+1,143	New	+$585K	0.43%	51

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

Evernest Financial Advisors's COST Position: Q2 2026 in Review

Evernest Financial Advisors increased its Costco (COST) stake by 2.2% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,186 shares worth $1.11M. The position accounts for 0.23% of the portfolio, ranked #70.

Evernest Financial Advisors first reported a position in COST in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.24M in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Evernest Financial Advisors held 1,186 shares of Costco worth $1.11M as of Q2 2026.
Evernest Financial Advisors bought 25 Costco shares in Q2 2026, an estimated $24.9K.
Costco made up 0.23% of Evernest Financial Advisors's portfolio in Q2 2026, its #70 holding.
Evernest Financial Advisors first reported a position in Costco in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Costco position peaked at $1.24M in Q2 2025.
4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.