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Sellwood Investment Partners’s Costco COST Stock Holding History

Sellwood Investment 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 		$19.6K Hold
21
– – 0.01% 52
2026
Q1 		$20.9K Hold
21
– – 0.01% 50
2025
Q4 		$18.1K Hold
21
– – 0.01% 49
2025
Q3 		$19.4K Buy
+21
New +$20.1K 0.01% 61
2025
Q1 		– Sell
-100
Closed -$91.6K – 44
2024
Q4 		$91.6K Buy
+100
New +$92.8K 0.05% 32

Other funds holding COST

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Sellwood Investment Partners's COST Position: Q2 2026 in Review

Sellwood Investment Partners held its Costco (COST) position steady in Q2 2026 at 21 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #52.

Sellwood Investment Partners first reported a position in COST in Q4 2024 and has held it in 5 quarters since. The position peaked at $91.6K in Q4 2024. 2,271 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Sellwood Investment Partners held 21 shares of Costco worth $19.6K as of Q2 2026.
  • Sellwood Investment Partners left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #52 holding.
  • Sellwood Investment Partners first reported a position in Costco in Q4 2024 and has held it in 5 quarters since.
  • Sellwood Investment Partners's Costco position peaked at $91.6K in Q4 2024.
  • 2,271 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.