Gunderson Capital Management’s Costco COST Stock Holding History

Gunderson Capital 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	$557K	Buy	595 +33	+6%	+$32.9K	0.15%	40
2026 Q1	$560K	Buy	562 +102	+22%	+$99.4K	0.23%	38
2025 Q4	$397K	Buy	460 +12	+3%	+$10.9K	0.18%	36
2025 Q3	$415K	Buy	448 +52	+13%	+$49.8K	0.15%	46
2025 Q2	$392K	Sell	396 -126	-24%	-$125K	0.16%	41
2025 Q1	$493K	Buy	522 +3	+0.6%	+$2.92K	0.32%	21
2024 Q4	$475K	Buy	519 +84	+19%	+$77.9K	0.23%	31
2024 Q3	$385K	Buy	435 +139	+47%	+$121K	0.16%	37
2024 Q2	$252K	Buy	+296	New	+$231K	0.11%	36

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Gunderson Capital Management's COST Position: Q2 2026 in Review

Gunderson Capital Management increased its Costco (COST) stake by 5.9% in Q2 2026, buying an estimated $32.9K and bringing the position to 595 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #40.

Gunderson Capital Management first reported a position in COST in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q1 2026. 1,853 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Gunderson Capital Management held 595 shares of Costco worth $557K as of Q2 2026.
Gunderson Capital Management bought 33 Costco shares in Q2 2026, an estimated $32.9K.
Costco made up 0.15% of Gunderson Capital Management's portfolio in Q2 2026, its #40 holding.
Gunderson Capital Management first reported a position in Costco in Q2 2024 and has held it in 9 quarters since.
Gunderson Capital Management's Costco position peaked at $560K in Q1 2026.
1,853 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.