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Resurgent Financial Advisors’s Costco COST Stock Holding History

Resurgent Financial Advisors’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 		$93.5K Buy
+100
New +$99.6K 0.03% 302
2024
Q3 		– Sell
-200
Closed -$2.29K – 184
2024
Q2 		$2.29K Buy
+200
New +$156K ﹤0.01% 177

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 $3.38T AUM 44.17% 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

Resurgent Financial Advisors's COST Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Costco (COST) stake by 5.7% in Q2 2026, buying an estimated $77.7K and bringing the position to 1,457 shares worth $1.36M. The position accounts for 0.38% of the portfolio, ranked #60.

Resurgent Financial Advisors first reported a position in COST in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2026. 4,263 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Resurgent Financial Advisors held 1,457 shares of Costco worth $1.36M as of Q2 2026.
  • Resurgent Financial Advisors bought 78 Costco shares in Q2 2026, an estimated $77.7K.
  • Costco made up 0.38% of Resurgent Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Resurgent Financial Advisors first reported a position in Costco in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Costco position peaked at $1.37M in Q1 2026.
  • 4,263 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.