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Kane Investment Management’s Costco COST Stock Holding History

Kane Investment 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 		$1.87M Sell
1,998
-50
-2% -$49.8K 0.8% 31
2026
Q1 		$2.04M Buy
2,048
+94
+5% +$91.6K 1.05% 19
2025
Q4 		$1.68M Sell
1,954
-148
-7% -$134K 0.82% 33
2025
Q3 		$1.95M Sell
2,102
-394
-16% -$378K 0.95% 23
2025
Q2 		$2.47M Sell
2,496
-199
-7% -$198K 1.3% 14
2025
Q1 		$2.55M Buy
2,695
+160
+6% +$156K 1.23% 11
2024
Q4 		$2.32M Buy
+2,535
New +$2.35M 1.3% 13

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kane Investment Management's COST Position: Q2 2026 in Review

Kane Investment Management reduced its Costco (COST) stake by 2.4% in Q2 2026, selling an estimated $49.8K and leaving 1,998 shares worth $1.87M. The position accounts for 0.8% of the portfolio, ranked #31.

Kane Investment Management first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.55M in Q1 2025. 4,252 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Kane Investment Management held 1,998 shares of Costco worth $1.87M as of Q2 2026.
  • Kane Investment Management sold 50 Costco shares in Q2 2026, an estimated $49.8K.
  • Costco made up 0.8% of Kane Investment Management's portfolio in Q2 2026, its #31 holding.
  • Kane Investment Management first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Kane Investment Management's Costco position peaked at $2.55M in Q1 2025.
  • 4,252 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.