Parkwoods Wealth Partners’s Costco COST Stock Holding History

Parkwoods Wealth Partners’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	$1.44M	Buy	1,534 +1,180	+333%	+$1.18M	0.23%	56
2026 Q1	$353K	Sell	354 -12	-3%	-$11.7K	0.09%	74
2025 Q4	$316K	Buy	366 +26	+8%	+$23.6K	0.09%	80
2025 Q3	$315K	Buy	340 +25	+8%	+$24K	0.11%	71
2025 Q2	$312K	Buy	315 +61	+24%	+$60.6K	0.18%	53
2025 Q1	$240K	Buy	254 +22	+9%	+$21.4K	0.16%	44
2024 Q4	$213K	Hold	232	–	–	0.17%	28
2024 Q3	$206K	Buy	+232	New	+$201K	0.17%	27

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Parkwoods Wealth Partners's COST Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Costco (COST) stake by 333% in Q2 2026, buying an estimated $1.18M and bringing the position to 1,534 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #56.

Parkwoods Wealth Partners first reported a position in COST in Q3 2024 and has held it in 8 quarters since. 4,248 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Parkwoods Wealth Partners held 1,534 shares of Costco worth $1.44M as of Q2 2026.
Parkwoods Wealth Partners bought 1,180 Costco shares in Q2 2026, an estimated $1.18M.
Costco made up 0.23% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #56 holding.
Parkwoods Wealth Partners first reported a position in Costco in Q3 2024 and has held it in 8 quarters since.
4,248 funds tracked by Wall St. Rank held Costco as of Q2 2026.

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