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Seven Post Investment Office’s Costco COST Stock Holding History

Seven Post Investment Office’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 		$316K Buy
+338
New +$337K 0.09% 36
2024
Q4 		– Sell
-313
Closed -$277K – 37
2024
Q3 		$277K Hold
313
– – 0.04% 49
2024
Q2 		$266K Hold
313
– – 0.05% 50
2024
Q1 		$229K Hold
313
– – 0.06% 53
2023
Q4 		$207K Buy
+313
New +$186K 0.05% 53

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
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Seven Post Investment Office's COST Position: Q2 2026 in Review

Seven Post Investment Office opened a new position in Costco (COST) in Q2 2026: 338 shares worth $316K. The stake represents 0.09% of the portfolio and ranks #36 among its holdings. This is a return to the name: Seven Post Investment Office previously reported a position in COST as recently as Q3 2024.

Seven Post Investment Office first reported a position in COST in Q4 2023 and has held it in 5 quarters since. 1,717 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Seven Post Investment Office held 338 shares of Costco worth $316K as of Q2 2026.
  • Costco was a new Seven Post Investment Office position in Q2 2026.
  • Costco made up 0.09% of Seven Post Investment Office's portfolio in Q2 2026, its #36 holding.
  • Seven Post Investment Office first reported a position in Costco in Q4 2023 and has held it in 5 quarters since.
  • 1,717 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.