Highland Capital Management (Tennessee)’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34M Sell
36,339
-1,615
-4% -$1.61M 1.56% 12
2026
Q1
$37.8M Sell
37,954
-1,837
-5% -$1.79M 2% 11
2025
Q4
$34.3M Buy
39,791
+6,228
+19% +$5.64M 1.71% 12
2025
Q3
$31.1M Sell
33,563
-6,584
-16% -$6.31M 1.55% 12
2025
Q2
$39.7M Buy
40,147
+100
+0.2% +$99.4K 2.15% 8
2025
Q1
$37.9M Buy
40,047
+2,306
+6% +$2.25M 2.26% 7
2024
Q4
$34.6M Sell
37,741
-1,959
-5% -$1.82M 1.98% 8
2024
Q3
$35.2M Sell
39,700
-221
-0.6% -$192K 2.01% 7
2024
Q2
$33.9M Buy
39,921
+1,107
+3% +$864K 2.01% 7
2024
Q1
$28.4M Buy
38,814
+650
+2% +$464K 1.64% 8
2023
Q4
$25.2M Sell
38,164
-130
-0.3% -$77K 1.56% 8
2023
Q3
$21.6M Sell
38,294
-373
-1% -$206K 1.49% 10
2023
Q2
$20.8M Sell
38,667
-1,515
-4% -$767K 1.35% 11
2023
Q1
$20M Sell
40,182
-550
-1% -$270K 1.48% 8
2022
Q4
$18.6M Sell
40,732
-1,257
-3% -$614K 1.31% 9
2022
Q3
$19.8M Buy
41,989
+46
+0.1% +$23.9K 1.53% 8
2022
Q2
$20.1M Sell
41,943
-1,389
-3% -$705K 1.44% 9
2022
Q1
$25M Sell
43,332
-13,527
-24% -$7.1M 1.49% 9
2021
Q4
$32.3M Sell
56,859
-130
-0.2% -$66.6K 1.83% 7
2021
Q3
$25.6M Sell
56,989
-95
-0.2% -$41.8K 1.55% 9
2021
Q2
$22.6M Buy
57,084
+13,832
+32% +$5.23M 1.35% 12
2021
Q1
$15.2M Sell
43,252
-110
-0.3% -$38.3K 0.94% 25
2020
Q4
$16.3M Sell
43,362
-162
-0.4% -$60.5K 1.05% 17
2020
Q3
$15.5M Sell
43,524
-95
-0.2% -$31.9K 1.1% 16
2020
Q2
$13.2M Buy
43,619
+1,046
+2% +$318K 1.03% 21
2020
Q1
$12.1M Sell
42,573
-2,963
-7% -$899K 1.14% 15
2019
Q4
$13.4M Buy
45,536
+1,731
+4% +$514K 0.93% 27
2019
Q3
$12.6M Buy
43,805
+22
+0.1% +$6.19K 0.94% 25
2019
Q2
$11.6M Sell
43,783
-3,660
-8% -$912K 0.86% 26
2019
Q1
$11.5M Buy
47,443
+2,372
+5% +$519K 0.87% 29
2018
Q4
$9.18M Sell
45,071
-2,303
-5% -$514K 0.78% 32
2018
Q3
$11.1M Buy
47,374
+2,990
+7% +$674K 0.8% 31
2018
Q2
$9.28M Sell
44,384
-1,965
-4% -$388K 0.71% 40
2018
Q1
$8.73M Buy
46,349
+1,675
+4% +$316K 0.68% 41
2017
Q4
$8.31M Buy
44,674
+2,093
+5% +$361K 0.63% 45
2017
Q3
$7M Sell
42,581
-4,963
-10% -$780K 0.56% 50
2017
Q2
$7.6M Buy
47,544
+5,297
+13% +$913K 0.61% 44
2017
Q1
$7.08M Sell
42,247
-742
-2% -$124K 0.58% 48
2016
Q4
$6.88M Sell
42,989
-608
-1% -$92.8K 0.58% 48
2016
Q3
$6.65M Sell
43,597
-7,158
-14% -$1.16M 0.56% 52
2016
Q2
$7.97M Sell
50,755
-3,395
-6% -$514K 0.69% 45
2016
Q1
$8.53M Sell
54,150
-10,444
-16% -$1.58M 0.73% 42
2015
Q4
$10.4M Sell
64,594
-3,804
-6% -$601K 0.84% 30
2015
Q3
$9.89M Sell
68,398
-1,238
-2% -$177K 0.83% 30
2015
Q2
$9.4M Buy
69,636
+17,012
+32% +$2.45M 0.72% 34
2015
Q1
$7.97M Buy
52,624
+705
+1% +$103K 1.56% 19
2014
Q4
$7.36M Sell
51,919
-1,125
-2% -$153K 1.38% 24
2014
Q3
$6.65M Sell
53,044
-120
-0.2% -$14.5K 1.3% 27
2014
Q2
$6.12M Buy
53,164
+15
+0% +$1.72K 1.14% 33
2014
Q1
$5.94M Buy
53,149
+2,695
+5% +$308K 1.15% 33
2013
Q4
$6M Sell
50,454
-10
-0% -$1.2K 1.2% 34
2013
Q3
$5.81M Sell
50,464
-275
-0.5% -$31.7K 1.28% 29
2013
Q2
$5.61M Buy
+50,739
New +$5.55M 1.28% 32

Other funds holding COST

Highland Capital Management (Tennessee)'s COST Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Costco (COST) stake by 4.3% in Q2 2026, selling an estimated $1.61M and leaving 36,339 shares worth $34M. The position accounts for 1.56% of the portfolio, ranked #12.

Highland Capital Management (Tennessee) first reported a position in COST in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.7M in Q2 2025. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Highland Capital Management (Tennessee) held 36,339 shares of Costco worth $34M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 1,615 Costco shares in Q2 2026, an estimated $1.61M.
  • Costco made up 1.56% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #12 holding.
  • Highland Capital Management (Tennessee) first reported a position in Costco in Q2 2013 and has held it in 53 quarters since.
  • Highland Capital Management (Tennessee)'s Costco position peaked at $39.7M in Q2 2025.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.