Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $647K | Buy |
649
+1
| +0.2% | +$975 | 0.09% | 53 |
|
|
2025
Q4 | $559K | Buy |
648
+43
| +7% | +$39K | 0.07% | 62 |
|
|
2025
Q3 | $553K | Buy |
605
+8
| +1% | +$7.67K | 0.08% | 64 |
|
|
2025
Q2 | $591K | Buy |
597
+26
| +5% | +$25.8K | 0.1% | 57 |
|
|
2025
Q1 | $518K | Buy |
571
+126
| +28% | +$123K | 0.1% | 57 |
|
|
2024
Q4 | $408K | Buy |
445
+23
| +5% | +$21.3K | 0.07% | 63 |
|
|
2024
Q3 | $374K | Buy |
422
+16
| +4% | +$13.9K | 0.07% | 61 |
|
|
2024
Q2 | $345K | Hold |
406
| – | – | 0.07% | 59 |
|
|
2024
Q1 | $297K | Sell |
406
-203
| -33% | -$145K | 0.06% | 58 |
|
|
2023
Q4 | $402K | Sell |
609
-2
| -0.3% | -$1.19K | 0.1% | 45 |
|
|
2023
Q3 | $345K | Sell |
611
-17
| -3% | -$9.38K | 0.09% | 48 |
|
|
2023
Q2 | $340K | Sell |
628
-722
| -53% | -$365K | 0.09% | 48 |
|
|
2023
Q1 | $671K | Buy |
1,350
+17
| +1% | +$8.34K | 0.18% | 34 |
|
|
2022
Q4 | $608K | Sell |
1,333
-17
| -1% | -$8.31K | 0.18% | 36 |
|
|
2022
Q3 | $638K | Sell |
1,350
-10
| -0.7% | -$5.2K | 0.21% | 31 |
|
|
2022
Q2 | $652K | Hold |
1,360
| – | – | 0.22% | 29 |
|
|
2022
Q1 | $783K | Sell |
1,360
-48
| -3% | -$25.2K | 0.23% | 29 |
|
|
2021
Q4 | $799K | Buy |
1,408
+59
| +4% | +$30.2K | 0.23% | 30 |
|
|
2021
Q3 | $606K | Hold |
1,349
| – | – | 0.2% | 35 |
|
|
2021
Q2 | $534K | Hold |
1,349
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $475K | Hold |
1,349
| – | – | 0.19% | 35 |
|
|
2020
Q4 | $508K | Hold |
1,349
| – | – | 0.22% | 36 |
|
|
2020
Q3 | $479K | Buy |
1,349
+4
| +0.3% | +$1.34K | 0.25% | 28 |
|
|
2020
Q2 | $408K | Buy |
1,345
+33
| +3% | +$10K | 0.22% | 33 |
|
|
2020
Q1 | $374K | Buy |
1,312
+2
| +0.2% | +$607 | 0.24% | 35 |
|
|
2019
Q4 | $385K | Buy |
1,310
+86
| +7% | +$25.6K | 0.22% | 28 |
|
|
2019
Q3 | $353K | Buy |
1,224
+2
| +0.2% | +$563 | 0.22% | 30 |
|
|
2019
Q2 | $323K | Buy |
1,222
+2
| +0.2% | +$498 | 0.2% | 32 |
|
|
2019
Q1 | $295K | Buy |
1,220
+3
| +0.2% | +$656 | 0.2% | 33 |
|
|
2018
Q4 | $248K | Buy |
1,217
+79
| +7% | +$17.6K | 0.2% | 35 |
|
|
2018
Q3 | $267K | Buy |
+1,138
| New | +$256K | 0.19% | 39 |
|
|
2018
Q2 | – | Sell |
-1,133
| Closed | -$213K | – | 44 |
|
|
2018
Q1 | $213K | Buy |
1,133
+3
| +0.3% | +$566 | 0.18% | 45 |
|
|
2017
Q4 | $210K | Buy |
+1,130
| New | +$195K | 0.19% | 42 |
|
Other funds holding COST
VCM
VPM
DAM
Peterson Wealth Advisors's COST Position: Q1 2026 in Review
Peterson Wealth Advisors increased its Costco (COST) stake by 0.15% in Q1 2026, buying an estimated $975 and bringing the position to 649 shares worth $647K. The position accounts for 0.09% of the portfolio, ranked #53.
Peterson Wealth Advisors first reported a position in COST in Q4 2017 and has held it in 33 quarters since. The position peaked at $799K in Q4 2021. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.
- Peterson Wealth Advisors held 649 shares of Costco worth $647K as of Q1 2026.
- Peterson Wealth Advisors bought 1 Costco share in Q1 2026, an estimated $975.
- Costco made up 0.09% of Peterson Wealth Advisors's portfolio in Q1 2026, its #53 holding.
- Peterson Wealth Advisors first reported a position in Costco in Q4 2017 and has held it in 33 quarters since.
- Peterson Wealth Advisors's Costco position peaked at $799K in Q4 2021.
- 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.