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Lawson Kroeker Investment Management’s Costco COST Stock Holding History

Lawson Kroeker Investment 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
2026
Q2 		$1.18M Sell
1,260
-21
-2% -$20.9K 0.33% 37
2026
Q1 		$1.28M Hold
1,281
– – 0.37% 37
2025
Q4 		$1.1M Hold
1,281
– – 0.33% 40
2025
Q3 		$1.19M Buy
1,281
+101
+9% +$96.8K 0.22% 62
2025
Q2 		$1.17M Hold
1,180
– – 0.22% 62
2025
Q1 		$1.12M Hold
1,180
– – 0.21% 63
2024
Q4 		$1.08M Sell
1,180
-2
-0.2% -$1.86K 0.2% 62
2024
Q3 		$1.05M Buy
1,182
+2
+0.2% +$1.74K 0.19% 63
2024
Q2 		$1M Buy
+1,180
New +$921K 0.19% 63

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lawson Kroeker Investment Management's COST Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Costco (COST) stake by 1.6% in Q2 2026, selling an estimated $20.9K and leaving 1,260 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #37.

Lawson Kroeker Investment Management first reported a position in COST in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Lawson Kroeker Investment Management held 1,260 shares of Costco worth $1.18M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 21 Costco shares in Q2 2026, an estimated $20.9K.
  • Costco made up 0.33% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #37 holding.
  • Lawson Kroeker Investment Management first reported a position in Costco in Q2 2024 and has held it in 9 quarters since.
  • Lawson Kroeker Investment Management's Costco position peaked at $1.28M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.