Silvercrest Asset Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34M Sell
34,072
-1,111
-3% -$1.08M 0.25% 114
2025
Q4
$30.3M Buy
35,183
+102
+0.3% +$92.4K 0.21% 131
2025
Q3
$32.5M Sell
35,081
-56
-0.2% -$53.7K 0.21% 134
2025
Q2
$34.8M Buy
35,137
+434
+1% +$431K 0.23% 126
2025
Q1
$32.8M Buy
34,703
+1,234
+4% +$1.2M 0.23% 127
2024
Q4
$30.7M Buy
33,469
+339
+1% +$315K 0.2% 139
2024
Q3
$29.4M Buy
33,130
+67
+0.2% +$58.1K 0.2% 150
2024
Q2
$28.1M Buy
33,063
+3,537
+12% +$2.76M 0.19% 153
2024
Q1
$21.6M Sell
29,526
-6,987
-19% -$4.99M 0.15% 173
2023
Q4
$24.1M Buy
36,513
+716
+2% +$424K 0.17% 161
2023
Q3
$20.2M Buy
35,797
+30
+0.1% +$16.6K 0.15% 168
2023
Q2
$19.3M Buy
35,767
+639
+2% +$323K 0.14% 174
2023
Q1
$17.5M Sell
35,128
-163
-0.5% -$79.9K 0.13% 175
2022
Q4
$16.1M Sell
35,291
-716
-2% -$350K 0.12% 177
2022
Q3
$17M Sell
36,007
-352
-1% -$183K 0.14% 173
2022
Q2
$17.4M Sell
36,359
-568
-2% -$288K 0.13% 177
2022
Q1
$21.3M Sell
36,927
-193
-0.5% -$101K 0.14% 176
2021
Q4
$21.1M Sell
37,120
-111
-0.3% -$56.9K 0.13% 173
2021
Q3
$16.7M Sell
37,231
-319
-0.8% -$140K 0.11% 198
2021
Q2
$14.9M Buy
37,550
+210
+0.6% +$79.4K 0.1% 218
2021
Q1
$13.2M Buy
37,340
+222
+0.6% +$77.3K 0.09% 229
2020
Q4
$14M Sell
37,118
-579
-2% -$216K 0.1% 211
2020
Q3
$13.4M Sell
37,697
-186
-0.5% -$62.5K 0.11% 190
2020
Q2
$11.5M Sell
37,883
-1,789
-5% -$544K 0.1% 194
2020
Q1
$11.3M Sell
39,672
-9,634
-20% -$2.92M 0.12% 176
2019
Q4
$14.5M Sell
49,306
-2,283
-4% -$679K 0.11% 190
2019
Q3
$14.9M Sell
51,589
-1,521
-3% -$428K 0.12% 178
2019
Q2
$14M Sell
53,110
-5,387
-9% -$1.34M 0.13% 157
2019
Q1
$14.2M Buy
58,497
+341
+0.6% +$74.6K 0.14% 157
2018
Q4
$11.8M Sell
58,156
-408
-0.7% -$91.1K 0.13% 163
2018
Q3
$13.8M Sell
58,564
-617
-1% -$139K 0.12% 164
2018
Q2
$12.4M Sell
59,181
-279
-0.5% -$55.1K 0.12% 171
2018
Q1
$11.2M Sell
59,460
-2,174
-4% -$410K 0.11% 169
2017
Q4
$11.5M Buy
61,634
+139
+0.2% +$24K 0.11% 173
2017
Q3
$10.1M Sell
61,495
-10,156
-14% -$1.6M 0.1% 175
2017
Q2
$11.5M Sell
71,651
-83
-0.1% -$14.3K 0.12% 168
2017
Q1
$12M Sell
71,734
-3,203
-4% -$537K 0.13% 162
2016
Q4
$12M Sell
74,937
-7,685
-9% -$1.17M 0.13% 153
2016
Q3
$12.6M Sell
82,622
-1,842
-2% -$298K 0.15% 148
2016
Q2
$13.3M Sell
84,464
-2,075
-2% -$314K 0.17% 141
2016
Q1
$13.6M Sell
86,539
-1,834
-2% -$278K 0.19% 138
2015
Q4
$14.3M Buy
88,373
+4,505
+5% +$712K 0.2% 135
2015
Q3
$12.1M Sell
83,868
-2,125
-2% -$303K 0.18% 135
2015
Q2
$11.6M Buy
85,993
+2,350
+3% +$338K 0.16% 152
2015
Q1
$12.7M Sell
83,643
-372
-0.4% -$54.6K 0.18% 140
2014
Q4
$11.9M Sell
84,015
-2,710
-3% -$368K 0.17% 140
2014
Q3
$10.9M Sell
86,725
-424
-0.5% -$51.2K 0.17% 144
2014
Q2
$10M Buy
87,149
+550
+0.6% +$63.1K 0.15% 145
2014
Q1
$9.67M Sell
86,599
-450
-0.5% -$51.5K 0.15% 142
2013
Q4
$10.4M Buy
87,049
+1,850
+2% +$221K 0.17% 138
2013
Q3
$9.81M Buy
85,199
+349
+0.4% +$40.3K 0.19% 129
2013
Q2
$9.38M Buy
+84,850
New +$9.28M 0.2% 127

Other funds holding COST

Silvercrest Asset Management's COST Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Costco (COST) stake by 3.2% in Q1 2026, selling an estimated $1.08M and leaving 34,072 shares worth $34M. The position accounts for 0.25% of the portfolio, ranked #114.

Silvercrest Asset Management first reported a position in COST in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.8M in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Silvercrest Asset Management held 34,072 shares of Costco worth $34M as of Q1 2026.
  • Silvercrest Asset Management sold 1,111 Costco shares in Q1 2026, an estimated $1.08M.
  • Costco made up 0.25% of Silvercrest Asset Management's portfolio in Q1 2026, its #114 holding.
  • Silvercrest Asset Management first reported a position in Costco in Q2 2013 and has held it in 52 quarters since.
  • Silvercrest Asset Management's Costco position peaked at $34.8M in Q2 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.