Kavar Capital Partners Group’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 | $2.09M | Buy |
2,237
+141
| +7% | +$140K | 0.26% | 76 |
|
|
2026
Q1 | $2.09M | Sell |
2,096
-95
| -4% | -$92.6K | 0.26% | 78 |
|
|
2025
Q4 | $1.89M | Buy |
2,191
+101
| +5% | +$91.5K | 0.26% | 73 |
|
|
2025
Q3 | $1.93M | Buy |
2,090
+426
| +26% | +$408K | 0.26% | 82 |
|
|
2025
Q2 | $1.65M | Sell |
1,664
-200
| -11% | -$199K | 0.24% | 87 |
|
|
2025
Q1 | $1.76M | Buy |
1,864
+185
| +11% | +$180K | 0.29% | 77 |
|
|
2024
Q4 | $1.54M | Sell |
1,679
-15
| -0.9% | -$13.9K | 0.26% | 79 |
|
|
2024
Q3 | $1.5M | Hold |
1,694
| – | – | 0.24% | 84 |
|
|
2024
Q2 | $1.44M | Buy |
1,694
+34
| +2% | +$26.5K | 0.26% | 80 |
|
|
2024
Q1 | $1.22M | Buy |
1,660
+521
| +46% | +$372K | 0.22% | 84 |
|
|
2023
Q4 | $752K | Hold |
1,139
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $643K | Buy |
1,139
+130
| +13% | +$71.8K | 0.14% | 98 |
|
|
2023
Q2 | $543K | Buy |
1,009
+36
| +4% | +$18.2K | 0.12% | 98 |
|
|
2023
Q1 | $483K | Hold |
973
| – | – | 0.1% | 108 |
|
|
2022
Q4 | $444K | Buy |
973
+58
| +6% | +$28.3K | 0.1% | 105 |
|
|
2022
Q3 | $432K | Hold |
915
| – | – | 0.11% | 101 |
|
|
2022
Q2 | $439K | Sell |
915
-190
| -17% | -$96.4K | 0.1% | 115 |
|
|
2022
Q1 | $636K | Sell |
1,105
-6,783
| -86% | -$3.56M | 0.14% | 101 |
|
|
2021
Q4 | $4.48M | Buy |
7,888
+612
| +8% | +$313K | 0.93% | 32 |
|
|
2021
Q3 | $3.27M | Buy |
7,276
+231
| +3% | +$102K | 0.74% | 37 |
|
|
2021
Q2 | $2.79M | Buy |
7,045
+499
| +8% | +$189K | 0.67% | 46 |
|
|
2021
Q1 | $2.31M | Buy |
6,546
+4,511
| +222% | +$1.57M | 0.62% | 50 |
|
|
2020
Q4 | $767K | Buy |
2,035
+516
| +34% | +$193K | 0.22% | 89 |
|
|
2020
Q3 | $539K | Buy |
1,519
+51
| +3% | +$17.1K | 0.18% | 94 |
|
|
2020
Q2 | $445K | Buy |
1,468
+344
| +31% | +$105K | 0.17% | 93 |
|
|
2020
Q1 | $320K | Buy |
1,124
+100
| +10% | +$30.3K | 0.15% | 90 |
|
|
2019
Q4 | $301K | Hold |
1,024
| – | – | 0.11% | 105 |
|
|
2019
Q3 | $295K | Hold |
1,024
| – | – | 0.12% | 109 |
|
|
2019
Q2 | $271K | Buy |
1,024
+7
| +0.7% | +$1.75K | 0.11% | 104 |
|
|
2019
Q1 | $246K | Buy |
+1,017
| New | +$222K | 0.11% | 110 |
|
|
2018
Q4 | – | Sell |
-900
| Closed | -$211K | – | 109 |
|
|
2018
Q3 | $211K | Hold |
900
| – | – | 0.1% | 100 |
|
|
2018
Q2 | $188K | Hold |
900
| – | – | 0.09% | 110 |
|
|
2018
Q1 | $170K | Buy |
+900
| New | +$170K | 0.09% | 114 |
|
|
2017
Q4 | – | Sell |
-1,300
| Closed | -$214K | – | 108 |
|
|
2017
Q3 | $214K | Hold |
1,300
| – | – | 0.12% | 104 |
|
|
2017
Q2 | $208K | Hold |
1,300
| – | – | 0.11% | 106 |
|
|
2017
Q1 | $218K | Buy |
+1,300
| New | +$218K | 0.12% | 107 |
|
|
2014
Q2 | – | Sell |
-28
| Closed | -$3K | – | 189 |
|
|
2014
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 366 |
|
|
2013
Q4 | $3K | Buy |
+28
| New | +$3.35K | ﹤0.01% | 348 |
|
Other funds holding COST
EA
PTC
Kavar Capital Partners Group's COST Position: Q2 2026 in Review
Kavar Capital Partners Group increased its Costco (COST) stake by 6.7% in Q2 2026, buying an estimated $140K and bringing the position to 2,237 shares worth $2.09M. The position accounts for 0.26% of the portfolio, ranked #76.
Kavar Capital Partners Group first reported a position in COST in Q4 2013 and has held it in 38 quarters since. The position peaked at $4.48M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Kavar Capital Partners Group held 2,237 shares of Costco worth $2.09M as of Q2 2026.
- Kavar Capital Partners Group bought 141 Costco shares in Q2 2026, an estimated $140K.
- Costco made up 0.26% of Kavar Capital Partners Group's portfolio in Q2 2026, its #76 holding.
- Kavar Capital Partners Group first reported a position in Costco in Q4 2013 and has held it in 38 quarters since.
- Kavar Capital Partners Group's Costco position peaked at $4.48M in Q4 2021.
- 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.