Merkkuri Wealth Advisors’s Costco COST Stock Holding History

Merkkuri Wealth Advisors’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	$227K	Sell	243 -17	-7%	-$16.9K	0.14%	76
2026 Q1	$260K	Buy	260 +2	+0.8%	+$1.95K	0.17%	74
2025 Q4	$222K	Sell	258 -18	-7%	-$16.3K	0.15%	77
2025 Q3	$255K	Buy	276 +10	+4%	+$9.59K	0.19%	77
2025 Q2	$263K	Sell	266 -3	-1%	-$2.98K	0.2%	76
2025 Q1	$254K	Sell	269 -41	-13%	-$40K	0.22%	75
2024 Q4	$284K	Sell	310 -11	-3%	-$10.2K	0.22%	73
2024 Q3	$285K	Buy	+321	New	+$279K	0.22%	72

Other funds holding COST

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Merkkuri Wealth Advisors's COST Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Costco (COST) stake by 6.5% in Q2 2026, selling an estimated $16.9K and leaving 243 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #76.

Merkkuri Wealth Advisors first reported a position in COST in Q3 2024 and has held it in 8 quarters since. The position peaked at $285K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Merkkuri Wealth Advisors held 243 shares of Costco worth $227K as of Q2 2026.
Merkkuri Wealth Advisors sold 17 Costco shares in Q2 2026, an estimated $16.9K.
Costco made up 0.14% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Merkkuri Wealth Advisors first reported a position in Costco in Q3 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Costco position peaked at $285K in Q3 2024.
1,718 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.