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Prasad Wealth Partners’s Costco COST Stock Holding History

Prasad Wealth Partners’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 		$1.1M Sell
1,177
-9
-0.8% -$8.97K 0.27% 59
2026
Q1 		$1.18M Sell
1,186
-33
-3% -$32.2K 0.32% 49
2025
Q4 		$1.05M Buy
1,219
+344
+39% +$312K 0.28% 52
2025
Q3 		$810K Sell
875
-95
-10% -$91.1K 0.23% 52
2025
Q2 		$960K Buy
970
+259
+36% +$257K 0.28% 50
2025
Q1 		$673K Buy
711
+175
+33% +$171K 0.22% 54
2024
Q4 		$491K Buy
+536
New +$497K 0.16% 64

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
New York State Common Retirement Fund
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prasad Wealth Partners's COST Position: Q2 2026 in Review

Prasad Wealth Partners reduced its Costco (COST) stake by 0.76% in Q2 2026, selling an estimated $8.97K and leaving 1,177 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #59.

Prasad Wealth Partners first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 2,087 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Prasad Wealth Partners held 1,177 shares of Costco worth $1.1M as of Q2 2026.
  • Prasad Wealth Partners sold 9 Costco shares in Q2 2026, an estimated $8.97K.
  • Costco made up 0.27% of Prasad Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Prasad Wealth Partners first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Prasad Wealth Partners's Costco position peaked at $1.18M in Q1 2026.
  • 2,087 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.