Kiley Juergens Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4M | Sell |
33,549
-97
| -0.3% | -$94.5K | 5.9% | 3 |
|
|
2025
Q4 | $29M | Buy |
33,646
+288
| +0.9% | +$261K | 6.27% | 5 |
|
|
2025
Q3 | $30.9M | Sell |
33,358
-278
| -0.8% | -$266K | 6.8% | 5 |
|
|
2025
Q2 | $33.3M | Sell |
33,636
-57
| -0.2% | -$56.7K | 7.69% | 2 |
|
|
2025
Q1 | $31.9M | Buy |
33,693
+486
| +1% | +$474K | 8.48% | 3 |
|
|
2024
Q4 | $30.4M | Buy |
33,207
+20
| +0.1% | +$18.6K | 7.62% | 3 |
|
|
2024
Q3 | $29.4M | Buy |
33,187
+112
| +0.3% | +$97.2K | 7.64% | 3 |
|
|
2024
Q2 | $28.1M | Buy |
33,075
+74
| +0.2% | +$57.7K | 7.81% | 3 |
|
|
2024
Q1 | $24.2M | Sell |
33,001
-7
| -0% | -$5K | 7.48% | 3 |
|
|
2023
Q4 | $21.8M | Sell |
33,008
-476
| -1% | -$282K | 7.29% | 4 |
|
|
2023
Q3 | $18.9M | Buy |
33,484
+593
| +2% | +$327K | 6.83% | 4 |
|
|
2023
Q2 | $17.7M | Buy |
32,891
+110
| +0.3% | +$55.7K | 6.11% | 4 |
|
|
2023
Q1 | $16.3M | Buy |
32,781
+707
| +2% | +$347K | 6.09% | 4 |
|
|
2022
Q4 | $14.6M | Buy |
32,074
+1,910
| +6% | +$933K | 6.14% | 3 |
|
|
2022
Q3 | $14.2M | Buy |
30,164
+68
| +0.2% | +$35.4K | 6.7% | 3 |
|
|
2022
Q2 | $14.4M | Buy |
30,096
+15,858
| +111% | +$8.04M | 6.83% | 3 |
|
|
2022
Q1 | $8.2M | Sell |
14,238
-15,379
| -52% | -$8.07M | 3.96% | 8 |
|
|
2021
Q4 | $16.8M | Sell |
29,617
-32
| -0.1% | -$16.4K | 6.38% | 4 |
|
|
2021
Q3 | $13.3M | Sell |
29,649
-55
| -0.2% | -$24.2K | 5.84% | 4 |
|
|
2021
Q2 | $11.8M | Sell |
29,704
-152
| -0.5% | -$57.5K | 5.39% | 6 |
|
|
2021
Q1 | $10.5M | Buy |
29,856
+2,923
| +11% | +$1.02M | 5.5% | 6 |
|
|
2020
Q4 | $10.1M | Buy |
26,933
+9,283
| +53% | +$3.47M | 6% | 6 |
|
|
2020
Q3 | $6.27M | Sell |
17,650
-818
| -4% | -$275K | 4.58% | 7 |
|
|
2020
Q2 | $5.6M | Sell |
18,468
-353
| -2% | -$107K | 4.67% | 6 |
|
|
2020
Q1 | $5.37M | Buy |
18,821
+476
| +3% | +$144K | 5.53% | 6 |
|
|
2019
Q4 | $5.39M | Buy |
18,345
+1,526
| +9% | +$454K | 4.74% | 6 |
|
|
2019
Q3 | $4.84M | Buy |
16,819
+450
| +3% | +$127K | 5.3% | 6 |
|
|
2019
Q2 | $4.33M | Buy |
16,369
+18
| +0.1% | +$4.49K | 4.87% | 6 |
|
|
2019
Q1 | $3.96M | Buy |
16,351
+99
| +0.6% | +$21.7K | 4.93% | 6 |
|
|
2018
Q4 | $3.31M | Sell |
16,252
-300
| -2% | -$67K | 4.63% | 6 |
|
|
2018
Q3 | $3.89M | Buy |
16,552
+151
| +0.9% | +$34K | 2.9% | 7 |
|
|
2018
Q2 | $3.43M | Buy |
16,401
+119
| +0.7% | +$23.5K | 3.06% | 7 |
|
|
2018
Q1 | $3.07M | Buy |
16,282
+71
| +0.4% | +$13.4K | 3.33% | 8 |
|
|
2017
Q4 | $3.02M | Buy |
+16,211
| New | +$2.8M | 2.72% | 8 |
|
Other funds holding COST
VCM
VPM
DAM
Kiley Juergens Wealth Management's COST Position: Q1 2026 in Review
Kiley Juergens Wealth Management reduced its Costco (COST) stake by 0.29% in Q1 2026, selling an estimated $94.5K and leaving 33,549 shares worth $33.4M. The position accounts for 5.9% of the portfolio, ranked #3.
Kiley Juergens Wealth Management first reported a position in COST in Q4 2017 and has held it in 34 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.
- Kiley Juergens Wealth Management held 33,549 shares of Costco worth $33.4M as of Q1 2026.
- Kiley Juergens Wealth Management sold 97 Costco shares in Q1 2026, an estimated $94.5K.
- Costco made up 5.9% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #3 holding.
- Kiley Juergens Wealth Management first reported a position in Costco in Q4 2017 and has held it in 34 quarters since.
- 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.
Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.