Oak Hill Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-964
Closed -$855K 165
2024
Q3
$855K Buy
+964
New +$837K 0.21% 52
2024
Q2
Sell
-934
Closed -$684K 137
2024
Q1
$684K Buy
+934
New +$667K 0.22% 48

Other funds holding COST

Oak Hill Wealth Advisors's COST Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Costco (COST) stake by 0.21% in Q3 2025, buying an estimated $1.92K and bringing the position to 972 shares worth $900K. The position accounts for 0.17% of the portfolio, ranked #71.

Oak Hill Wealth Advisors first reported a position in COST in Q4 2022 and has held it in 10 quarters since. The position peaked at $956K in Q2 2025. 3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Oak Hill Wealth Advisors held 972 shares of Costco worth $900K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 2 Costco shares in Q3 2025, an estimated $1.92K.
  • Costco made up 0.17% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #71 holding.
  • Oak Hill Wealth Advisors first reported a position in Costco in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Costco position peaked at $956K in Q2 2025.
  • 3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.