Family Office Research’s Costco COST Stock Holding History

Family Office Research’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	$274K	Sell	293 -32	-10%	-$31.9K	0.1%	68
2026 Q1	$324K	Sell	325 -42	-11%	-$40.9K	0.14%	56
2025 Q4	$319K	Hold	367	–	–	0.13%	60
2025 Q3	$340K	Sell	367 -20	-5%	-$19.2K	0.15%	59
2025 Q2	$383K	Hold	387	–	–	0.18%	50
2025 Q1	$366K	Buy	387 +2	+0.5%	+$1.95K	0.18%	48
2024 Q4	$353K	Buy	+385	New	+$357K	0.15%	51

Other funds holding COST

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Family Office Research's COST Position: Q2 2026 in Review

Family Office Research reduced its Costco (COST) stake by 9.8% in Q2 2026, selling an estimated $31.9K and leaving 293 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #68.

Family Office Research first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q2 2025. 2,323 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Family Office Research held 293 shares of Costco worth $274K as of Q2 2026.
Family Office Research sold 32 Costco shares in Q2 2026, an estimated $31.9K.
Costco made up 0.1% of Family Office Research's portfolio in Q2 2026, its #68 holding.
Family Office Research first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
Family Office Research's Costco position peaked at $383K in Q2 2025.
2,323 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.