Lowe Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.6K | Sell |
59
-5
| -8% | -$4.79K | 0.02% | 139 |
|
|
2025
Q2 | $63.4K | Hold |
64
| – | – | 0.02% | 122 |
|
|
2025
Q1 | $60.5K | Sell |
64
-24
| -27% | -$23.4K | 0.03% | 121 |
|
|
2024
Q4 | $80.6K | Buy |
88
+7
| +9% | +$6.5K | 0.03% | 100 |
|
|
2024
Q3 | $71.8K | Hold |
81
| – | – | 0.03% | 102 |
|
|
2024
Q2 | $68.8K | Hold |
81
| – | – | 0.03% | 100 |
|
|
2024
Q1 | $59.3K | Sell |
81
-28
| -26% | -$20K | 0.03% | 102 |
|
|
2023
Q4 | $71.9K | Sell |
109
-20
| -16% | -$11.9K | 0.04% | 91 |
|
|
2023
Q3 | $72.9K | Hold |
129
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $69.5K | Sell |
129
-18
| -12% | -$9.11K | 0.04% | 95 |
|
|
2023
Q1 | $73K | Sell |
147
-5
| -3% | -$2.45K | 0.04% | 84 |
|
|
2022
Q4 | $69.4K | Hold |
152
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $72K | Sell |
152
-25
| -14% | -$13K | 0.04% | 80 |
|
|
2022
Q2 | $85K | Buy |
177
+30
| +20% | +$15.2K | 0.05% | 70 |
|
|
2022
Q1 | $85K | Sell |
147
-22
| -13% | -$11.5K | 0.04% | 78 |
|
|
2021
Q4 | $96K | Hold |
169
| – | – | 0.04% | 71 |
|
|
2021
Q3 | $76K | Hold |
169
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $67K | Hold |
169
| – | – | 0.03% | 76 |
|
|
2021
Q1 | $60K | Hold |
169
| – | – | 0.03% | 75 |
|
|
2020
Q4 | $64K | Hold |
169
| – | – | 0.03% | 69 |
|
|
2020
Q3 | $60K | Buy |
169
+104
| +160% | +$35K | 0.03% | 64 |
|
|
2020
Q2 | $20K | Buy |
65
+15
| +30% | +$4.56K | 0.01% | 109 |
|
|
2020
Q1 | $14K | Hold |
50
| – | – | 0.01% | 124 |
|
|
2019
Q4 | $15K | Sell |
50
-50
| -50% | -$14.9K | 0.01% | 131 |
|
|
2019
Q3 | $29K | Hold |
100
| – | – | 0.02% | 88 |
|
|
2019
Q2 | $26K | Hold |
100
| – | – | 0.02% | 100 |
|
|
2019
Q1 | $24K | Hold |
100
| – | – | 0.01% | 100 |
|
|
2018
Q4 | $20K | Hold |
100
| – | – | 0.01% | 104 |
|
|
2018
Q3 | $23K | Hold |
100
| – | – | 0.01% | 105 |
|
|
2018
Q2 | $21K | Hold |
100
| – | – | 0.01% | 108 |
|
|
2018
Q1 | $19K | Hold |
100
| – | – | 0.01% | 113 |
|
|
2017
Q4 | $19K | Hold |
100
| – | – | 0.01% | 119 |
|
|
2017
Q3 | $16K | Hold |
100
| – | – | 0.01% | 121 |
|
|
2017
Q2 | $16K | Hold |
100
| – | – | 0.01% | 107 |
|
|
2017
Q1 | $17K | Hold |
100
| – | – | 0.01% | 106 |
|
|
2016
Q4 | $16K | Sell |
100
-150
| -60% | -$22.9K | 0.01% | 109 |
|
|
2016
Q3 | $38K | Buy |
250
+150
| +150% | +$24.2K | 0.03% | 65 |
|
|
2016
Q2 | $16K | Hold |
100
| – | – | 0.01% | 110 |
|
|
2016
Q1 | $16K | Hold |
100
| – | – | 0.01% | 105 |
|
|
2015
Q4 | $16K | Hold |
100
| – | – | 0.01% | 101 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | 0.01% | 103 |
|
|
2015
Q2 | $14K | Hold |
100
| – | – | 0.01% | 119 |
|
|
2015
Q1 | $15K | Hold |
100
| – | – | 0.01% | 115 |
|
|
2014
Q4 | $14K | Buy |
+100
| New | +$13.6K | 0.01% | 114 |
|
Other funds holding COST
Lowe Wealth Advisors's COST Position: Q3 2025 in Review
Lowe Wealth Advisors reduced its Costco (COST) stake by 7.8% in Q3 2025, selling an estimated $4.79K and leaving 59 shares worth $54.6K. The position accounts for 0.02% of the portfolio, ranked #139.
Lowe Wealth Advisors first reported a position in COST in Q4 2014 and has held it in 44 quarters since. The position peaked at $96K in Q4 2021. 3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.
- Lowe Wealth Advisors held 59 shares of Costco worth $54.6K as of Q3 2025.
- Lowe Wealth Advisors sold 5 Costco shares in Q3 2025, an estimated $4.79K.
- Costco made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #139 holding.
- Lowe Wealth Advisors first reported a position in Costco in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's Costco position peaked at $96K in Q4 2021.
- 3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.