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McKinley Carter Wealth Services’s Costco COST Stock Holding History

McKinley Carter Wealth Services’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 		– Hold
0
– – – 283
2026
Q1 		– Hold
0
– – – 259
2025
Q4 		– Hold
0
– -$278K – 322
2025
Q3 		– Hold
0
– – – 276
2025
Q2 		– Hold
0
– – – 260
2025
Q1 		– Hold
0
– – – 264

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McKinley Carter Wealth Services's COST Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Costco (COST) stake by 0.67% in Q2 2026, buying an estimated $101K and bringing the position to 15,107 shares worth $14.1M. The position accounts for 0.73% of the portfolio, ranked #28.

McKinley Carter Wealth Services first reported a position in COST in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.1M in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • McKinley Carter Wealth Services held 15,107 shares of Costco worth $14.1M as of Q2 2026.
  • McKinley Carter Wealth Services bought 101 Costco shares in Q2 2026, an estimated $101K.
  • Costco made up 0.73% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #28 holding.
  • McKinley Carter Wealth Services first reported a position in Costco in Q2 2013 and has held it in 53 quarters since.
  • McKinley Carter Wealth Services's Costco position peaked at $17.1M in Q2 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.