Family Investment Center’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
$539K Buy
+576
New +$574K 0.09% 62
2025
Q4
Sell
-490
Closed -$454K 102
2025
Q3
$454K Buy
490
+117
+31% +$112K 0.09% 57
2025
Q2
$369K Buy
+373
New +$371K 0.08% 59
2025
Q1
Sell
-425
Closed -$390K 81
2024
Q4
$390K Sell
425
-27
-6% -$25.1K 0.1% 60
2024
Q3
$401K Buy
452
+80
+22% +$69.4K 0.1% 53
2024
Q2
$317K Buy
+372
New +$290K 0.09% 59

Other funds holding COST

Family Investment Center's COST Position: Q2 2026 in Review

Family Investment Center opened a new position in Costco (COST) in Q2 2026: 576 shares worth $539K. The stake represents 0.09% of the portfolio and ranks #62 among its holdings. This is a return to the name: Family Investment Center previously reported a position in COST as recently as Q3 2025.

Family Investment Center first reported a position in COST in Q2 2024 and has held it in 6 quarters since. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Family Investment Center held 576 shares of Costco worth $539K as of Q2 2026.
  • Costco was a new Family Investment Center position in Q2 2026.
  • Costco made up 0.09% of Family Investment Center's portfolio in Q2 2026, its #62 holding.
  • Family Investment Center first reported a position in Costco in Q2 2024 and has held it in 6 quarters since.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.