Golden Road Advisors’s Costco COST Stock Holding History

Golden Road 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	$272K	Buy	291 +9	+3%	+$8.97K	0.13%	54
2026 Q1	$281K	Buy	282 +47	+20%	+$45.8K	0.16%	43
2025 Q4	$203K	Sell	235 -22	-9%	-$19.9K	0.12%	49
2025 Q3	$238K	Buy	257 +30	+13%	+$28.8K	0.14%	48
2025 Q2	$225K	Buy	227 +12	+6%	+$11.9K	0.15%	41
2025 Q1	$203K	Sell	215 -4	-2%	-$3.9K	0.16%	38
2024 Q4	$201K	Sell	219 -31	-12%	-$28.8K	0.15%	39
2024 Q3	$222K	Buy	250 +3	+1%	+$2.6K	0.17%	37
2024 Q2	$219K	Buy	+247	New	+$193K	0.18%	36

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Golden Road Advisors's COST Position: Q2 2026 in Review

Golden Road Advisors increased its Costco (COST) stake by 3.2% in Q2 2026, buying an estimated $8.97K and bringing the position to 291 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #54.

Golden Road Advisors first reported a position in COST in Q2 2024 and has held it in 9 quarters since. The position peaked at $281K in Q1 2026. 4,259 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Golden Road Advisors held 291 shares of Costco worth $272K as of Q2 2026.
Golden Road Advisors bought 9 Costco shares in Q2 2026, an estimated $8.97K.
Costco made up 0.13% of Golden Road Advisors's portfolio in Q2 2026, its #54 holding.
Golden Road Advisors first reported a position in Costco in Q2 2024 and has held it in 9 quarters since.
Golden Road Advisors's Costco position peaked at $281K in Q1 2026.
4,259 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.