Kingsview Wealth Management’s Costco COST Stock Holding History

Kingsview Wealth 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
2022 Q1	–	Sell	-500	Closed	-$257K	–	886
2021 Q4	$257K	Buy	+500	New	+$256K	0.01%	788
2018 Q3	–	Sell	-1,100	Closed	-$3K	–	420
2018 Q2	$3K	Buy	+1,100	New	+$217K	﹤0.01%	339
2018 Q1	–	Sell	-1,100	Closed	-$2K	–	378
2017 Q4	$2K	Buy	+1,100	New	+$190K	﹤0.01%	358
2017 Q3	–	Sell	-2,000	Closed	-$2K	–	374
2017 Q2	$2K	Buy	+2,000	New	+$345K	﹤0.01%	314

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kingsview Wealth Management's COST Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Costco (COST) stake by 7.8% in Q2 2026, selling an estimated $1.31M and leaving 15,501 shares worth $14.5M. The position accounts for 0.18% of the portfolio, ranked #106.

Kingsview Wealth Management first reported a position in COST in Q1 2017 and has held it in 38 quarters since. The position peaked at $57.2M in Q4 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Kingsview Wealth Management held 15,501 shares of Costco worth $14.5M as of Q2 2026.
Kingsview Wealth Management sold 1,317 Costco shares in Q2 2026, an estimated $1.31M.
Costco made up 0.18% of Kingsview Wealth Management's portfolio in Q2 2026, its #106 holding.
Kingsview Wealth Management first reported a position in Costco in Q1 2017 and has held it in 38 quarters since.
Kingsview Wealth Management's Costco position peaked at $57.2M in Q4 2025.
4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.