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Sequoia Financial Advisors’s Costco COST Stock Holding History

Sequoia 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
2024
Q3 		– Hold
0
– -$170K – 1304
2024
Q2 		– Hold
0
– – – 1123
2024
Q1 		– Hold
0
– – – 1091

Other funds holding COST

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Costco (COST) stake by 2.5% in Q2 2026, selling an estimated $2.43M and leaving 94,833 shares worth $88.7M. The position accounts for 0.44% of the portfolio, ranked #47.

Sequoia Financial Advisors first reported a position in COST in Q1 2018 and has held it in 34 quarters since. The position peaked at $96.9M in Q1 2026. 1,853 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Sequoia Financial Advisors held 94,833 shares of Costco worth $88.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 2,442 Costco shares in Q2 2026, an estimated $2.43M.
  • Costco made up 0.44% of Sequoia Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Sequoia Financial Advisors first reported a position in Costco in Q1 2018 and has held it in 34 quarters since.
  • Sequoia Financial Advisors's Costco position peaked at $96.9M in Q1 2026.
  • 1,853 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.