Kondo Wealth Advisors’s Costco COST Stock Holding History

Kondo Wealth Advisors’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	$401K	Sell	428 -2	-0.5%	-$1.99K	0.13%	53
2026 Q1	$429K	Buy	430 +97	+29%	+$94.5K	0.16%	49
2025 Q4	$287K	Sell	333 -5	-1%	-$4.53K	0.11%	57
2025 Q3	$313K	Buy	338 +8	+2%	+$7.67K	0.13%	56
2025 Q2	$326K	Hold	330	–	–	0.14%	52
2025 Q1	$313K	Buy	330 +6	+2%	+$5.85K	0.15%	46
2024 Q4	$298K	Buy	+324	New	+$301K	0.15%	49

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

Kondo Wealth Advisors's COST Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its Costco (COST) stake by 0.47% in Q2 2026, selling an estimated $1.99K and leaving 428 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #53.

Kondo Wealth Advisors first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $429K in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Kondo Wealth Advisors held 428 shares of Costco worth $401K as of Q2 2026.
Kondo Wealth Advisors sold 2 Costco shares in Q2 2026, an estimated $1.99K.
Costco made up 0.13% of Kondo Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Kondo Wealth Advisors first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's Costco position peaked at $429K in Q1 2026.
4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.