Nikulski Financial’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 | $10.2M | Buy |
10,912
+169
| +2% | +$168K | 2.2% | 10 |
|
|
2026
Q1 | $10.7M | Sell |
10,743
-3,081
| -22% | -$3M | 2.64% | 5 |
|
|
2025
Q4 | $11.9M | Buy |
13,824
+1,111
| +9% | +$1.01M | 2.85% | 7 |
|
|
2025
Q3 | $11.8M | Buy |
12,713
+181
| +1% | +$173K | 2.96% | 7 |
|
|
2025
Q2 | $12.4M | Buy |
12,532
+285
| +2% | +$283K | 3.4% | 4 |
|
|
2025
Q1 | $11.6M | Buy |
12,247
+256
| +2% | +$250K | 3.5% | 4 |
|
|
2024
Q4 | $11M | Buy |
11,991
+99
| +0.8% | +$91.9K | 3.23% | 4 |
|
|
2024
Q3 | $10.5M | Sell |
11,892
-18
| -0.2% | -$15.6K | 3.16% | 4 |
|
|
2024
Q2 | $10.1M | Sell |
11,910
-54
| -0.5% | -$42.1K | 3.22% | 5 |
|
|
2024
Q1 | $8.77M | Buy |
11,964
+403
| +3% | +$288K | 2.91% | 7 |
|
|
2023
Q4 | $7.63M | Buy |
11,561
+348
| +3% | +$206K | 2.79% | 9 |
|
|
2023
Q3 | $6.33M | Buy |
11,213
+250
| +2% | +$138K | 2.62% | 10 |
|
|
2023
Q2 | $5.9M | Buy |
10,963
+171
| +2% | +$86.5K | 2.44% | 11 |
|
|
2023
Q1 | $5.36M | Buy |
10,792
+186
| +2% | +$91.2K | 2.37% | 11 |
|
|
2022
Q4 | $4.84M | Buy |
10,606
+258
| +2% | +$126K | 2.31% | 13 |
|
|
2022
Q3 | $4.89M | Buy |
10,348
+190
| +2% | +$98.8K | 2.53% | 11 |
|
|
2022
Q2 | $4.87M | Buy |
10,158
+179
| +2% | +$90.8K | 2.42% | 12 |
|
|
2022
Q1 | $5.75M | Buy |
9,979
+201
| +2% | +$105K | 2.43% | 10 |
|
|
2021
Q4 | $5.55M | Buy |
9,778
+249
| +3% | +$128K | 2.33% | 11 |
|
|
2021
Q3 | $4.28M | Buy |
9,529
+269
| +3% | +$118K | 1.98% | 13 |
|
|
2021
Q2 | $3.84M | Buy |
9,260
+180
| +2% | +$68.1K | 1.79% | 15 |
|
|
2021
Q1 | $3.2M | Buy |
9,080
+170
| +2% | +$59.2K | 1.64% | 18 |
|
|
2020
Q4 | $3.36M | Buy |
8,910
+361
| +4% | +$135K | 1.84% | 15 |
|
|
2020
Q3 | $3.04M | Buy |
8,549
+334
| +4% | +$112K | 1.92% | 13 |
|
|
2020
Q2 | $2.49M | Buy |
8,215
+117
| +1% | +$35.6K | 1.75% | 15 |
|
|
2020
Q1 | $2.31M | Buy |
8,098
+185
| +2% | +$56.1K | 2.01% | 15 |
|
|
2019
Q4 | $2.45M | Sell |
7,913
-107
| -1% | -$31.8K | 1.77% | 19 |
|
|
2019
Q3 | $2.39M | Sell |
8,020
-175
| -2% | -$49.2K | 1.99% | 17 |
|
|
2019
Q2 | $2.31M | Sell |
8,195
-630
| -7% | -$157K | 1.95% | 18 |
|
|
2019
Q1 | $2.14M | Sell |
8,825
-320
| -3% | -$70K | 2.08% | 18 |
|
|
2018
Q4 | $1.86M | Sell |
9,145
-480
| -5% | -$107K | 1.96% | 19 |
|
|
2018
Q3 | $2.2M | Buy |
9,625
+645
| +7% | +$145K | 2.05% | 17 |
|
|
2018
Q2 | $1.88M | Buy |
8,980
+555
| +7% | +$110K | 1.73% | 23 |
|
|
2018
Q1 | $1.59M | Buy |
8,425
+680
| +9% | +$128K | 1.58% | 25 |
|
|
2017
Q4 | $1.44M | Buy |
+7,745
| New | +$1.34M | 1.55% | 24 |
|
Other funds holding COST
Nikulski Financial's COST Position: Q2 2026 in Review
Nikulski Financial increased its Costco (COST) stake by 1.6% in Q2 2026, buying an estimated $168K and bringing the position to 10,912 shares worth $10.2M. The position accounts for 2.2% of the portfolio, ranked #10.
Nikulski Financial first reported a position in COST in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.4M in Q2 2025. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Nikulski Financial held 10,912 shares of Costco worth $10.2M as of Q2 2026.
- Nikulski Financial bought 169 Costco shares in Q2 2026, an estimated $168K.
- Costco made up 2.2% of Nikulski Financial's portfolio in Q2 2026, its #10 holding.
- Nikulski Financial first reported a position in Costco in Q4 2017 and has held it in 35 quarters since.
- Nikulski Financial's Costco position peaked at $12.4M in Q2 2025.
- 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.