POM Investment Strategies’s Costco COST Stock Holding History

POM Investment Strategies’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	$194K	Sell	207 -8	-4%	-$7.97K	0.22%	37
2026 Q1	$214K	Buy	215 +4	+2%	+$3.9K	0.27%	49
2025 Q4	$182K	Buy	211 +9	+4%	+$8.16K	0.09%	34
2025 Q3	$187K	Buy	202 +2	+1%	+$1.92K	0.1%	32
2025 Q2	$198K	Sell	200 -6	-3%	-$5.96K	0.14%	26
2025 Q1	$195K	Hold	206	–	–	0.23%	27
2024 Q4	$189K	Hold	206	–	–	0.14%	32
2024 Q3	$183K	Sell	206 -33	-14%	-$28.6K	0.14%	32
2024 Q2	$203K	Buy	239 +33	+16%	+$25.8K	0.16%	35
2024 Q1	$151K	Hold	206	–	–	0.12%	39
2023 Q4	$136K	Buy	+206	New	+$122K	0.12%	40

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

POM Investment Strategies's COST Position: Q2 2026 in Review

POM Investment Strategies reduced its Costco (COST) stake by 3.7% in Q2 2026, selling an estimated $7.97K and leaving 207 shares worth $194K. The position accounts for 0.22% of the portfolio, ranked #37.

POM Investment Strategies first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $214K in Q1 2026. 2,046 funds tracked by Wall St. Rank hold COST as of Q2 2026.

POM Investment Strategies held 207 shares of Costco worth $194K as of Q2 2026.
POM Investment Strategies sold 8 Costco shares in Q2 2026, an estimated $7.97K.
Costco made up 0.22% of POM Investment Strategies's portfolio in Q2 2026, its #37 holding.
POM Investment Strategies first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
POM Investment Strategies's Costco position peaked at $214K in Q1 2026.
2,046 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.