King Wealth Management 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 | $12.8M | Buy |
13,668
+224
| +2% | +$223K | 1.4% | 19 |
|
|
2026
Q1 | $13.4M | Buy |
13,444
+136
| +1% | +$133K | 1.68% | 16 |
|
|
2025
Q4 | $11.5M | Buy |
13,308
+215
| +2% | +$195K | 1.38% | 19 |
|
|
2025
Q3 | $12.1M | Buy |
13,093
+201
| +2% | +$193K | 1.52% | 16 |
|
|
2025
Q2 | $12.8M | Buy |
12,892
+33
| +0.3% | +$32.8K | 1.73% | 16 |
|
|
2025
Q1 | $12.2M | Buy |
12,859
+129
| +1% | +$126K | 1.84% | 14 |
|
|
2024
Q4 | $11.7M | Buy |
12,730
+712
| +6% | +$661K | 1.7% | 17 |
|
|
2024
Q3 | $10.7M | Sell |
12,018
-160
| -1% | -$139K | 1.66% | 15 |
|
|
2024
Q2 | $10.4M | Sell |
12,178
-65
| -0.5% | -$50.7K | 1.73% | 15 |
|
|
2024
Q1 | $8.97M | Buy |
12,243
+168
| +1% | +$120K | 1.57% | 16 |
|
|
2023
Q4 | $7.97M | Buy |
12,075
+122
| +1% | +$72.3K | 1.54% | 18 |
|
|
2023
Q3 | $6.75M | Buy |
11,953
+203
| +2% | +$112K | 1.42% | 21 |
|
|
2023
Q2 | $6.33M | Buy |
11,750
+498
| +4% | +$252K | 1.28% | 21 |
|
|
2023
Q1 | $5.59M | Buy |
11,252
+204
| +2% | +$100K | 1.24% | 23 |
|
|
2022
Q4 | $5.04M | Buy |
11,048
+100
| +0.9% | +$48.9K | 1.21% | 25 |
|
|
2022
Q3 | $5.17M | Buy |
10,948
+344
| +3% | +$179K | 1.31% | 21 |
|
|
2022
Q2 | $5.08M | Sell |
10,604
-203
| -2% | -$103K | 1.22% | 23 |
|
|
2022
Q1 | $6.22M | Buy |
10,807
+392
| +4% | +$206K | 1.22% | 22 |
|
|
2021
Q4 | $5.91M | Buy |
10,415
+266
| +3% | +$136K | 1.1% | 22 |
|
|
2021
Q3 | $4.56M | Buy |
10,149
+21
| +0.2% | +$9.23K | 0.93% | 25 |
|
|
2021
Q2 | $4.01M | Buy |
10,128
+337
| +3% | +$127K | 0.82% | 26 |
|
|
2021
Q1 | $3.45M | Buy |
9,791
+48
| +0.5% | +$16.7K | 0.77% | 27 |
|
|
2020
Q4 | $3.67M | Buy |
9,743
+367
| +4% | +$137K | 0.86% | 25 |
|
|
2020
Q3 | $3.33M | Buy |
9,376
+755
| +9% | +$254K | 0.86% | 25 |
|
|
2020
Q2 | $2.61M | Buy |
8,621
+687
| +9% | +$209K | 0.77% | 27 |
|
|
2020
Q1 | $2.26M | Buy |
7,934
+6,787
| +592% | +$2.06M | 0.98% | 23 |
|
|
2019
Q4 | $337K | Buy |
1,147
+100
| +10% | +$29.7K | 0.09% | 103 |
|
|
2019
Q3 | $301K | Sell |
1,047
-30
| -3% | -$8.44K | 0.09% | 103 |
|
|
2019
Q2 | $285K | Hold |
1,077
| – | – | 0.09% | 105 |
|
|
2019
Q1 | $261K | Hold |
1,077
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $219K | Sell |
1,077
-100
| -8% | -$22.3K | 0.08% | 115 |
|
|
2018
Q3 | $277K | Buy |
+1,177
| New | +$265K | 0.09% | 104 |
|
Other funds holding COST
King Wealth Management Group's COST Position: Q2 2026 in Review
King Wealth Management Group increased its Costco (COST) stake by 1.7% in Q2 2026, buying an estimated $223K and bringing the position to 13,668 shares worth $12.8M. The position accounts for 1.4% of the portfolio, ranked #19.
King Wealth Management Group first reported a position in COST in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.4M in Q1 2026. 4,218 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- King Wealth Management Group held 13,668 shares of Costco worth $12.8M as of Q2 2026.
- King Wealth Management Group bought 224 Costco shares in Q2 2026, an estimated $223K.
- Costco made up 1.4% of King Wealth Management Group's portfolio in Q2 2026, its #19 holding.
- King Wealth Management Group first reported a position in Costco in Q3 2018 and has held it in 32 quarters since.
- King Wealth Management Group's Costco position peaked at $13.4M in Q1 2026.
- 4,218 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.