Parisi Gray 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
$6.14M Sell
6,562
-68
-1% -$67.8K 1.26% 22
2026
Q1
$6.61M Buy
6,630
+9
+0.1% +$8.77K 1.57% 17
2025
Q4
$5.71M Buy
6,621
+5
+0.1% +$4.53K 1.3% 21
2025
Q3
$6.12M Buy
6,616
+26
+0.4% +$24.9K 1.59% 16
2025
Q2
$6.52M Buy
6,590
+36
+0.5% +$35.8K 1.87% 15
2025
Q1
$6.2M Buy
6,554
+602
+10% +$587K 2.02% 13
2024
Q4
$5.45M Buy
5,952
+52
+0.9% +$48.3K 1.73% 15
2024
Q3
$5.23M Buy
5,900
+47
+0.8% +$40.8K 1.73% 14
2024
Q2
$4.97M Buy
5,853
+92
+2% +$71.8K 1.78% 13
2024
Q1
$4.22M Buy
5,761
+85
+1% +$60.7K 1.58% 16
2023
Q4
$3.75M Buy
5,676
+17
+0.3% +$10.1K 1.52% 15
2023
Q3
$3.2M Sell
5,659
-481
-8% -$265K 1.45% 17
2023
Q2
$3.05M Buy
6,140
+2,307
+60% +$1.17M 1.39% 22
2023
Q1
$1.9M Sell
3,833
-1,450
-27% -$711K 1.18% 19
2022
Q4
$2.41M Buy
5,283
+2,234
+73% +$1.09M 1.19% 21
2022
Q3
$1.44M Sell
3,049
-2,252
-42% -$1.17M 1.1% 24
2022
Q2
$2.54M Buy
5,301
+125
+2% +$63.4K 1.33% 20
2022
Q1
$2.98M Buy
5,176
+26
+0.5% +$13.6K 1.21% 26
2021
Q4
$2.92M Buy
5,150
+25
+0.5% +$12.8K 1.09% 24
2021
Q3
$2.3M Sell
5,125
-12
-0.2% -$5.28K 0.95% 25
2021
Q2
$2.03M Sell
5,137
-70
-1% -$26.5K 0.74% 30
2021
Q1
$1.83M Buy
5,207
+54
+1% +$18.8K 0.77% 32
2020
Q4
$1.94M Buy
5,153
+178
+4% +$66.5K 0.86% 28
2020
Q3
$1.77M Buy
4,975
+124
+3% +$41.7K 0.92% 27
2020
Q2
$1.47M Buy
4,851
+119
+3% +$36.2K 0.84% 26
2020
Q1
$1.35M Buy
4,732
+876
+23% +$266K 0.96% 24
2019
Q4
$1.13M Buy
3,856
+3,101
+411% +$922K 0.64% 40
2019
Q3
$218K Buy
+755
New +$212K 0.14% 94
2019
Q2
Sell
-561
Closed -$136K 185
2019
Q1
$136K Buy
561
+43
+8% +$9.4K 0.09% 112
2018
Q4
$105K Hold
518
0.07% 129
2018
Q3
$121K Buy
518
+81
+19% +$18.2K 0.07% 132
2018
Q2
$92K Hold
437
0.06% 148
2018
Q1
$80K Sell
437
-108
-20% -$20.4K 0.06% 157
2017
Q4
$103K Buy
+545
New +$94.1K 0.08% 132

Other funds holding COST

Parisi Gray Wealth Management's COST Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Costco (COST) stake by 1% in Q2 2026, selling an estimated $67.8K and leaving 6,562 shares worth $6.14M. The position accounts for 1.26% of the portfolio, ranked #22.

Parisi Gray Wealth Management first reported a position in COST in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.61M in Q1 2026. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Parisi Gray Wealth Management held 6,562 shares of Costco worth $6.14M as of Q2 2026.
  • Parisi Gray Wealth Management sold 68 Costco shares in Q2 2026, an estimated $67.8K.
  • Costco made up 1.26% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Parisi Gray Wealth Management first reported a position in Costco in Q4 2017 and has held it in 34 quarters since.
  • Parisi Gray Wealth Management's Costco position peaked at $6.61M in Q1 2026.
  • 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.