Exit Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$209K Hold
223
0.1% 141
2026
Q1
$222K Buy
+223
New +$217K 0.11% 119
2025
Q4
Sell
-225
Closed -$208K 132
2025
Q3
$208K Buy
+225
New +$216K 0.14% 118

Other funds holding COST

Exit Wealth Advisors's COST Position: Q2 2026 in Review

Exit Wealth Advisors held its Costco (COST) position steady in Q2 2026 at 223 shares worth $209K. The position accounts for 0.1% of the portfolio, ranked #141.

Exit Wealth Advisors first reported a position in COST in Q3 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 4,218 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Exit Wealth Advisors held 223 shares of Costco worth $209K as of Q2 2026.
  • Exit Wealth Advisors left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.1% of Exit Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Exit Wealth Advisors first reported a position in Costco in Q3 2025 and has held it in 3 quarters since.
  • Exit Wealth Advisors's Costco position peaked at $222K in Q1 2026.
  • 4,218 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.