Hiley Hunt Wealth Management’s Costco COST Stock Holding History

Hiley Hunt Wealth 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	$631K	Buy	674 +1	+0.1%	+$996	0.25%	28
2026 Q1	$671K	Buy	673 +1	+0.1%	+$975	0.3%	25
2025 Q4	$580K	Buy	672 +1	+0.1%	+$906	0.26%	27
2025 Q3	$621K	Sell	671 -4	-0.6%	-$3.83K	0.29%	28
2025 Q2	$670K	Hold	675	–	–	0.34%	27
2025 Q1	$644K	Buy	675 +1	+0.1%	+$975	0.35%	27
2024 Q4	$617K	Buy	674 +1	+0.1%	+$928	0.34%	27
2024 Q3	$597K	Sell	673 -143	-18%	-$124K	0.34%	26
2024 Q2	$693K	Buy	816 +1	+0.1%	+$780	0.43%	26
2024 Q1	$597K	Buy	815 +1	+0.1%	+$714	0.39%	26
2023 Q4	$537K	Buy	+814	New	+$482K	0.4%	23

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

Hiley Hunt Wealth Management's COST Position: Q2 2026 in Review

Hiley Hunt Wealth Management increased its Costco (COST) stake by 0.15% in Q2 2026, buying an estimated $996 and bringing the position to 674 shares worth $631K. The position accounts for 0.25% of the portfolio, ranked #28.

Hiley Hunt Wealth Management first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $693K in Q2 2024. 1,962 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Hiley Hunt Wealth Management held 674 shares of Costco worth $631K as of Q2 2026.
Hiley Hunt Wealth Management bought 1 Costco share in Q2 2026, an estimated $996.
Costco made up 0.25% of Hiley Hunt Wealth Management's portfolio in Q2 2026, its #28 holding.
Hiley Hunt Wealth Management first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
Hiley Hunt Wealth Management's Costco position peaked at $693K in Q2 2024.
1,962 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.