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Peachtree Investment Partners’s Costco COST Stock Holding History

Peachtree Investment 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
Q1 		$11.5M Sell
11,529
-606
-5% -$591K 4.38% 6
2025
Q4 		$10.5M Sell
12,135
-749
-6% -$679K 3.47% 8
2025
Q3 		$11.9M Sell
12,884
-481
-4% -$461K 4.14% 8
2025
Q2 		$13.2M Sell
13,365
-457
-3% -$454K 5.05% 5
2025
Q1 		$13.1M Sell
13,822
-627
-4% -$611K 5.17% 5
2024
Q4 		$13.2M Sell
14,449
-507
-3% -$470K 4.96% 7
2024
Q3 		$13.3M Sell
14,956
-98
-0.7% -$85.1K 4.99% 8
2024
Q2 		$12.8M Buy
15,054
+3
+0% +$2.34K 5.02% 6
2024
Q1 		$11M Sell
15,051
-943
-6% -$673K 4.46% 8
2023
Q4 		$10.6M Buy
15,994
+1,177
+8% +$698K 4.33% 7
2023
Q3 		$8.37M Buy
14,817
+1,153
+8% +$636K 4.27% 6
2023
Q2 		$7.36M Buy
13,664
+183
+1% +$92.6K 3.36% 7
2023
Q1 		$6.7M Buy
13,481
+333
+3% +$163K 4.19% 5
2022
Q4 		$6M Sell
13,148
-1,097
-8% -$536K 3.66% 6
2022
Q3 		$6.73M Buy
14,245
+530
+4% +$276K 4.52% 5
2022
Q2 		$6.57M Sell
13,715
-3,950
-22% -$2M 4.1% 6
2022
Q1 		$10.2M Buy
17,665
+4,335
+33% +$2.27M 4.67% 5
2021
Q4 		$7.57M Buy
13,330
+2,371
+22% +$1.21M 3.17% 7
2021
Q3 		$4.92M Buy
10,959
+1,690
+18% +$743K 2.41% 9
2021
Q2 		$3.67M Buy
9,269
+573
+7% +$217K 1.79% 12
2021
Q1 		$3.06M Sell
8,696
-964
-10% -$336K 1.76% 12
2020
Q4 		$3.64M Buy
9,660
+1,219
+14% +$455K 2.12% 11
2020
Q3 		$3M Buy
8,441
+2,797
+50% +$940K 2.06% 12
2020
Q2 		$1.71M Buy
5,644
+327
+6% +$99.5K 1.4% 19
2020
Q1 		$1.51M Sell
5,317
-79
-1% -$24K 1.52% 16
2019
Q4 		$1.59M Buy
5,396
+632
+13% +$188K 1.09% 21
2019
Q3 		$1.37M Buy
4,764
+688
+17% +$194K 1.09% 21
2019
Q2 		$1.08M Buy
4,076
+832
+26% +$207K 0.85% 26
2019
Q1 		$786K Buy
3,244
+1,082
+50% +$237K 0.66% 30
2018
Q4 		$440K Buy
+2,162
New +$483K 0.5% 36

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peachtree Investment Partners's COST Position: Q1 2026 in Review

Peachtree Investment Partners reduced its Costco (COST) stake by 5% in Q1 2026, selling an estimated $591K and leaving 11,529 shares worth $11.5M. The position accounts for 4.38% of the portfolio, ranked #6.

Peachtree Investment Partners first reported a position in COST in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.3M in Q3 2024. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Peachtree Investment Partners held 11,529 shares of Costco worth $11.5M as of Q1 2026.
  • Peachtree Investment Partners sold 606 Costco shares in Q1 2026, an estimated $591K.
  • Costco made up 4.38% of Peachtree Investment Partners's portfolio in Q1 2026, its #6 holding.
  • Peachtree Investment Partners first reported a position in Costco in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's Costco position peaked at $13.3M in Q3 2024.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.