M. Kulyk & Associates’s Costco COST Stock Holding History

M. Kulyk & Associates’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
2025 Q4	–	Sell	-327	Closed	-$303K	–	110
2025 Q3	$303K	Sell	327 -16	-5%	-$15.3K	0.06%	80
2025 Q2	$340K	Buy	343 +13	+4%	+$12.9K	0.07%	76
2025 Q1	$312K	Buy	330 +71	+27%	+$69.2K	0.07%	74
2024 Q4	$237K	Buy	259 +26	+11%	+$24.1K	0.05%	93
2024 Q3	$207K	Buy	+233	New	+$202K	0.04%	108
2023 Q4	–	Sell	-374	Closed	-$211K	–	109
2023 Q3	$211K	Sell	374 -68	-15%	-$37.5K	0.06%	91
2023 Q2	$238K	Hold	442	–	–	0.07%	95
2023 Q1	$220K	Hold	442	–	–	0.07%	101
2022 Q4	$202K	Hold	442	–	–	0.07%	101
2022 Q3	$209K	Hold	442	–	–	0.07%	98
2022 Q2	$212K	Sell	442 -60	-12%	-$30.4K	0.07%	93
2022 Q1	$289K	Buy	502 +75	+18%	+$39.4K	0.08%	83
2021 Q4	$242K	Buy	+427	New	+$219K	0.06%	89

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M. Kulyk & Associates's COST Position: Q4 2025 in Review

M. Kulyk & Associates sold out of Costco (COST) in Q4 2025, closing a stake of 327 shares — an estimated $303K sold.

M. Kulyk & Associates first reported a position in COST in Q4 2021 and held it in 13 quarters. The position peaked at $340K in Q2 2025. 4,124 funds tracked by Wall St. Rank hold COST as of Q4 2025.

M. Kulyk & Associates reported no remaining Costco position as of Q4 2025 after selling out during the quarter.
M. Kulyk & Associates sold 327 Costco shares in Q4 2025, an estimated $303K.
M. Kulyk & Associates first reported a position in Costco in Q4 2021 and held it in 13 quarters.
M. Kulyk & Associates's Costco position peaked at $340K in Q2 2025.
4,124 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on M. Kulyk & Associates's 13F filing for Q4 2025, filed 8 Jan 2026.