Peterson Wealth Services
COST icon

Peterson Wealth Services’s Costco COST Stock Holding History

Peterson Wealth Services’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
Q3 		$13.1M Buy
14,396
+532
+4% +$497K 2.76% 11
2026
Q2 		$13M Sell
13,864
-225
-2% -$224K 2.83% 10
2026
Q1 		$14M Buy
14,089
+143
+1% +$139K 3.47% 7
2025
Q4 		$12M Buy
13,946
+10,539
+309% +$9.6M 3.08% 10
2025
Q3 		$12.6M Sell
3,407
-10,209
-75% -$9.8M 3.12% 10
2025
Q2 		$13.5M Buy
13,616
+72
+0.5% +$71.6K 3.69% 6
2025
Q1 		$12.8M Sell
13,544
-738
-5% -$720K 3.97% 4
2024
Q4 		$13.1M Sell
14,282
-261
-2% -$242K 3.93% 5
2024
Q3 		$12.9M Buy
14,543
+348
+2% +$302K 4.12% 4
2024
Q2 		$12.1M Sell
14,195
-33
-0.2% -$25.8K 4.22% 4
2024
Q1 		$10.4M Sell
14,228
-934
-6% -$667K 3.8% 4
2023
Q4 		$10M Buy
+15,162
New +$8.99M 4.29% 4
2023
Q3 		– Sell
-10,800
Closed -$5.81M – 69
2023
Q2 		$5.81M Buy
10,800
+337
+3% +$171K 2.79% 9
2023
Q1 		$5.2M Buy
10,463
+295
+3% +$145K 2.67% 8
2022
Q4 		$4.64M Buy
10,168
+91
+0.9% +$44.5K 2.66% 7
2022
Q3 		$4.76M Buy
10,077
+142
+1% +$73.9K 3.37% 4
2022
Q2 		$4.76M Sell
9,935
-140
-1% -$71K 3.43% 5
2022
Q1 		$5.8M Buy
10,075
+596
+6% +$313K 3.57% 4
2021
Q4 		$5.38M Buy
+9,479
New +$4.85M 3.57% 3

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Peterson Wealth Services's COST Position: Q3 2026 in Review

Peterson Wealth Services increased its Costco (COST) stake by 3.8% in Q3 2026, buying an estimated $497K and bringing the position to 14,396 shares worth $13.1M. The position accounts for 2.76% of the portfolio, ranked #11.

Peterson Wealth Services first reported a position in COST in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q1 2026. 1,940 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Peterson Wealth Services held 14,396 shares of Costco worth $13.1M as of Q3 2026.
  • Peterson Wealth Services bought 532 Costco shares in Q3 2026, an estimated $497K.
  • Costco made up 2.76% of Peterson Wealth Services's portfolio in Q3 2026, its #11 holding.
  • Peterson Wealth Services first reported a position in Costco in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Costco position peaked at $14M in Q1 2026.
  • 1,940 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.