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Peterson Wealth Management’s Costco COST Stock Holding History

Peterson Wealth Management’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 		$7.94M Buy
8,485
+1,901
+29% +$1.89M 3.7% 8
2026
Q1 		$6.56M Buy
6,584
+506
+8% +$493K 3.8% 8
2025
Q4 		$5.24M Sell
6,078
-459
-7% -$416K 3.89% 7
2025
Q3 		$6.05M Buy
6,537
+213
+3% +$204K 4.19% 6
2025
Q2 		$6.26M Sell
6,324
-1,263
-17% -$1.26M 3.71% 8
2025
Q1 		$7.18M Sell
7,587
-35
-0.5% -$34.1K 4.83% 6
2024
Q4 		$6.98M Buy
7,622
+325
+4% +$302K 4.16% 6
2024
Q3 		$6.47M Buy
7,297
+37
+0.5% +$32.1K 4.13% 6
2024
Q2 		$6.17M Buy
7,260
+31
+0.4% +$24.2K 3.81% 6
2024
Q1 		$5.3M Buy
7,229
+2,195
+44% +$1.57M 3.83% 6
2023
Q4 		$3.32M Sell
5,034
-2,068
-29% -$1.23M 2.99% 10
2023
Q3 		$4.01M Buy
7,102
+390
+6% +$215K 3.3% 7
2023
Q2 		$3.61M Buy
6,712
+1,947
+41% +$985K 2.86% 11
2023
Q1 		$2.37M Buy
4,765
+32
+0.7% +$15.7K 2.27% 12
2022
Q4 		$2.16M Buy
4,733
+1,116
+31% +$545K 2.2% 11
2022
Q3 		$1.71M Buy
3,617
+416
+13% +$216K 1.59% 19
2022
Q2 		$1.53M Sell
3,201
-1,040
-25% -$528K 1.98% 17
2022
Q1 		$2.44M Sell
4,241
-1,211
-22% -$636K 1.64% 18
2021
Q4 		$3.1M Buy
5,452
+155
+3% +$79.4K 2.07% 15
2021
Q3 		$2.38M Buy
5,297
+29
+0.6% +$12.7K 1.84% 18
2021
Q2 		$2.08M Sell
5,268
-988
-16% -$374K 1.63% 18
2021
Q1 		$2.21M Sell
6,256
-1,402
-18% -$488K 1.87% 15
2020
Q4 		$2.88M Sell
7,658
-24
-0.3% -$8.97K 2.34% 15
2020
Q3 		$2.73M Sell
7,682
-467
-6% -$157K 2.42% 15
2020
Q2 		$2.47M Buy
8,149
+1,031
+14% +$314K 2.46% 17
2020
Q1 		$2.03M Buy
7,118
+90
+1% +$27.3K 2.47% 17
2019
Q4 		$2.11M Buy
+7,028
New +$2.09M 1.91% 18

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peterson Wealth Management's COST Position: Q2 2026 in Review

Peterson Wealth Management increased its Costco (COST) stake by 29% in Q2 2026, buying an estimated $1.89M and bringing the position to 8,485 shares worth $7.94M. The position accounts for 3.7% of the portfolio, ranked #8.

Peterson Wealth Management first reported a position in COST in Q4 2019 and has held it in 27 quarters since. 4,247 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Peterson Wealth Management held 8,485 shares of Costco worth $7.94M as of Q2 2026.
  • Peterson Wealth Management bought 1,901 Costco shares in Q2 2026, an estimated $1.89M.
  • Costco made up 3.7% of Peterson Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Peterson Wealth Management first reported a position in Costco in Q4 2019 and has held it in 27 quarters since.
  • 4,247 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.