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Timothy G. Youngquist 2020 Irrevocable Trust’s Costco COST Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-657
Closed -$655K – 202
2026
Q1 		$655K Buy
+657
New +$640K 0.28% 90

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

Timothy G. Youngquist 2020 Irrevocable Trust's COST Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Costco (COST) in Q2 2026, closing a stake of 657 shares — an estimated $655K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in COST in Q1 2026 and held it in 1 quarter. The position peaked at $655K in Q1 2026. 2,834 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 657 Costco shares in Q2 2026, an estimated $655K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Costco in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Costco position peaked at $655K in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.