Private Wealth Asset Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
Private Wealth Asset Management's COST Position: Q2 2026 in Review
Private Wealth Asset Management increased its Costco (COST) stake by 2.3% in Q2 2026, buying an estimated $9.96K and bringing the position to 451 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #191.
Private Wealth Asset Management first reported a position in COST in Q1 2025 and has held it in 6 quarters since. The position peaked at $618K in Q3 2025. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- Private Wealth Asset Management held 451 shares of Costco worth $421K as of Q2 2026.
- Private Wealth Asset Management bought 10 Costco shares in Q2 2026, an estimated $9.96K.
- Costco made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #191 holding.
- Private Wealth Asset Management first reported a position in Costco in Q1 2025 and has held it in 6 quarters since.
- Private Wealth Asset Management's Costco position peaked at $618K in Q3 2025.
- 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.