Mission Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Hold
0
379
2026
Q1
Sell
-200
Closed -$172K 736
2025
Q4
$172K Hold
200
﹤0.01% 711
2025
Q3
$185K Buy
+200
New +$192K ﹤0.01% 681

Other funds holding COST

Mission Wealth Management's COST Position: Q2 2026 in Review

Mission Wealth Management increased its Costco (COST) stake by 147% in Q2 2026, buying an estimated $19.3M and bringing the position to 32,546 shares worth $30.4M. The position accounts for 0.37% of the portfolio, ranked #45.

Mission Wealth Management first reported a position in COST in Q2 2015 and has held it in 45 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Mission Wealth Management held 32,546 shares of Costco worth $30.4M as of Q2 2026.
  • Mission Wealth Management bought 19,372 Costco shares in Q2 2026, an estimated $19.3M.
  • Costco made up 0.37% of Mission Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Mission Wealth Management first reported a position in Costco in Q2 2015 and has held it in 45 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.