GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Costco COST Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$5.78M Buy
6,181
+240
+4% +$239K 0.15% 84
2026
Q1 		$5.92M Buy
5,941
+443
+8% +$432K 0.19% 77
2025
Q4 		$4.74M Buy
5,498
+350
+7% +$317K 0.17% 82
2025
Q3 		$4.77M Buy
5,148
+255
+5% +$244K 0.16% 80
2025
Q2 		$4.84M Buy
4,893
+822
+20% +$817K 0.19% 80
2025
Q1 		$3.85M Sell
4,071
-58
-1% -$56.5K 0.17% 78
2024
Q4 		$3.78M Buy
4,129
+112
+3% +$104K 0.16% 79
2024
Q3 		$3.56M Buy
4,017
+271
+7% +$235K 0.16% 81
2024
Q2 		$3.18M Buy
3,746
+128
+4% +$99.9K 0.16% 81
2024
Q1 		$2.65M Buy
3,618
+328
+10% +$234K 0.14% 89
2023
Q4 		$2.17M Buy
3,290
+221
+7% +$131K 0.13% 90
2023
Q3 		$1.73M Buy
3,069
+287
+10% +$158K 0.12% 99
2023
Q2 		$1.5M Sell
2,782
-186
-6% -$94.1K 0.1% 104
2023
Q1 		$1.47M Buy
2,968
+373
+14% +$183K 0.12% 99
2022
Q4 		$1.18M Buy
2,595
+84
+3% +$41K 0.11% 111
2022
Q3 		$1.19M Buy
2,511
+20
+0.8% +$10.4K 0.11% 105
2022
Q2 		$1.19M Buy
2,491
+654
+36% +$332K 0.11% 102
2022
Q1 		$1.06M Buy
1,837
+331
+22% +$174K 0.09% 109
2021
Q4 		$854K Sell
1,506
-62
-4% -$31.8K 0.07% 124
2021
Q3 		$704K Buy
1,568
+167
+12% +$73.4K 0.09% 83
2021
Q2 		$554K Buy
1,401
+106
+8% +$40.1K 0.06% 142
2021
Q1 		$456K Buy
1,295
+225
+21% +$78.3K 0.05% 137
2020
Q4 		$403K Buy
1,070
+194
+22% +$72.5K 0.06% 123
2020
Q3 		$310K Buy
876
+109
+14% +$36.6K 0.07% 99
2020
Q2 		$232K Sell
767
-91
-11% -$27.7K 0.05% 119
2020
Q1 		$244K Buy
858
+127
+17% +$38.5K 0.07% 108
2019
Q4 		$214K Sell
731
-517
-41% -$154K 0.05% 117
2019
Q3 		$359K Hold
1,248
– – 0.1% 94
2019
Q2 		$329K Buy
1,248
+17
+1% +$4.24K 0.1% 89
2019
Q1 		$298K Buy
1,231
+12
+1% +$2.63K 0.09% 93
2018
Q4 		$248K Buy
+1,219
New +$272K 0.09% 89
2018
Q1 		– Sell
-1,131
Closed -$210K – 118
2017
Q4 		$210K Buy
+1,131
New +$195K 0.07% 106

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's COST Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Costco (COST) stake by 4% in Q2 2026, buying an estimated $239K and bringing the position to 6,181 shares worth $5.78M. The position accounts for 0.15% of the portfolio, ranked #84.

Gerber Kawasaki Wealth & Investment Management first reported a position in COST in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.92M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,181 shares of Costco worth $5.78M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 240 Costco shares in Q2 2026, an estimated $239K.
  • Costco made up 0.15% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #84 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Costco in Q4 2017 and has held it in 32 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Costco position peaked at $5.92M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.