Goldstein Advisors’s Costco COST Stock Holding History

Goldstein 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	$1.37M	Buy	1,466 +892	+155%	+$889K	0.13%	71
2026 Q1	$572K	Sell	574 -32	-5%	-$31.2K	0.06%	93
2025 Q4	$523K	Hold	606	–	–	0.06%	103
2025 Q3	$561K	Sell	606 -68	-10%	-$65.2K	0.07%	97
2025 Q2	$667K	Sell	674 -133	-16%	-$132K	0.09%	73
2025 Q1	$763K	Buy	807 +116	+17%	+$113K	0.11%	69
2024 Q4	$633K	Sell	691 -15	-2%	-$13.9K	0.09%	78
2024 Q3	$626K	Buy	706 +15	+2%	+$13K	0.1%	76
2024 Q2	$587K	Sell	691 -105	-13%	-$81.9K	0.1%	73
2024 Q1	$583K	Sell	796 -4	-0.5%	-$2.86K	0.1%	71
2023 Q4	$528K	Buy	800 +16	+2%	+$9.48K	0.09%	101
2023 Q3	$443K	Buy	784 +17	+2%	+$9.38K	0.09%	78
2023 Q2	$413K	Sell	767 -33	-4%	-$16.7K	0.09%	83
2023 Q1	$398K	Buy	800 +9	+1%	+$4.41K	0.09%	86
2022 Q4	$361K	Buy	+791	New	+$387K	0.09%	90

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Goldstein Advisors's COST Position: Q2 2026 in Review

Goldstein Advisors increased its Costco (COST) stake by 155% in Q2 2026, buying an estimated $889K and bringing the position to 1,466 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #71.

Goldstein Advisors first reported a position in COST in Q4 2022 and has held it in 15 quarters since. 1,962 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Goldstein Advisors held 1,466 shares of Costco worth $1.37M as of Q2 2026.
Goldstein Advisors bought 892 Costco shares in Q2 2026, an estimated $889K.
Costco made up 0.13% of Goldstein Advisors's portfolio in Q2 2026, its #71 holding.
Goldstein Advisors first reported a position in Costco in Q4 2022 and has held it in 15 quarters since.
1,962 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.