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Kelman-Lazarov Inc’s Costco COST Stock Holding History

Kelman-Lazarov Inc’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 		$311K Buy
332
+19
+6% +$18.9K 0.04% 122
2026
Q1 		$312K Buy
+313
New +$305K 0.04% 116
2017
Q1 		– Sell
-320
Closed -$51.2K – 130
2016
Q4 		$51.2K Hold
320
– – 0.03% 159
2016
Q3 		$48.2K Buy
320
+157
+96% +$25.4K 0.03% 178
2016
Q2 		$25.4K Buy
+163
New +$24.7K 0.01% 219

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's COST Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its Costco (COST) stake by 6.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 332 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #122.

Kelman-Lazarov Inc first reported a position in COST in Q2 2016 and has held it in 5 quarters since. The position peaked at $312K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Kelman-Lazarov Inc held 332 shares of Costco worth $311K as of Q2 2026.
  • Kelman-Lazarov Inc bought 19 Costco shares in Q2 2026, an estimated $18.9K.
  • Costco made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #122 holding.
  • Kelman-Lazarov Inc first reported a position in Costco in Q2 2016 and has held it in 5 quarters since.
  • Kelman-Lazarov Inc's Costco position peaked at $312K in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.