FORM Wealth Advisors’s Costco COST Stock Holding History

FORM Wealth 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	$425K	Hold	454	–	–	0.05%	38
2026 Q1	$452K	Buy	454 +212	+88%	+$207K	0.05%	38
2025 Q4	$209K	Buy	+242	New	+$219K	0.02%	57
2025 Q2	$297K	Hold	300	–	–	0.04%	49
2025 Q1	$284K	Buy	+300	New	+$292K	0.04%	47

Other funds holding COST

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

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return

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

FORM Wealth Advisors held its Costco (COST) position steady in Q2 2026 at 454 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #38.

FORM Wealth Advisors first reported a position in COST in Q1 2025 and has held it in 5 quarters since. The position peaked at $452K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold COST as of Q2 2026.

FORM Wealth Advisors held 454 shares of Costco worth $425K as of Q2 2026.
FORM Wealth Advisors left its Costco share count unchanged in Q2 2026.
Costco made up 0.05% of FORM Wealth Advisors's portfolio in Q2 2026, its #38 holding.
FORM Wealth Advisors first reported a position in Costco in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Costco position peaked at $452K in Q1 2026.
1,132 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.