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Henderson Brothers Financial Partners’s Costco COST Stock Holding History

Henderson Brothers Financial Partners’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 		– Sell
-224
Closed -$223K – 82
2026
Q1 		$223K Buy
+224
New +$218K 0.06% 98

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Fidelity Investments
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Henderson Brothers Financial Partners's COST Position: Q2 2026 in Review

Henderson Brothers Financial Partners sold out of Costco (COST) in Q2 2026, closing a stake of 224 shares — an estimated $223K sold.

Henderson Brothers Financial Partners first reported a position in COST in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 4,210 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Henderson Brothers Financial Partners reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
  • Henderson Brothers Financial Partners sold 224 Costco shares in Q2 2026, an estimated $223K.
  • Henderson Brothers Financial Partners first reported a position in Costco in Q1 2026 and held it in 1 quarter.
  • Henderson Brothers Financial Partners's Costco position peaked at $223K in Q1 2026.
  • 4,210 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.