Perryman Financial Advisory’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
Perryman Financial Advisory's COST Position: Q2 2026 in Review
Perryman Financial Advisory increased its Costco (COST) stake by 2.2% in Q2 2026, buying an estimated $232K and bringing the position to 10,906 shares worth $10.2M. The position accounts for 1.36% of the portfolio, ranked #20.
Perryman Financial Advisory first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q1 2026. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Perryman Financial Advisory held 10,906 shares of Costco worth $10.2M as of Q2 2026.
- Perryman Financial Advisory bought 233 Costco shares in Q2 2026, an estimated $232K.
- Costco made up 1.36% of Perryman Financial Advisory's portfolio in Q2 2026, its #20 holding.
- Perryman Financial Advisory first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
- Perryman Financial Advisory's Costco position peaked at $10.6M in Q1 2026.
- 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.