Sitrin Capital 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
$6.78M Sell
6,804
-163
-2% -$159K 3.4% 9
2025
Q4
$6.01M Buy
6,967
+34
+0.5% +$30.8K 2.85% 21
2025
Q3
$6.42M Sell
6,933
-73
-1% -$70K 3.08% 15
2025
Q2
$6.94M Sell
7,006
-659
-9% -$655K 3.54% 11
2025
Q1
$7.25M Sell
7,665
-1,917
-20% -$1.87M 3.91% 8
2024
Q4
$8.78M Sell
9,582
-27
-0.3% -$25.1K 4.43% 5
2024
Q3
$8.52M Buy
9,609
+20
+0.2% +$17.4K 4.26% 3
2024
Q2
$8.15M Buy
9,589
+17
+0.2% +$13.3K 4.33% 2
2024
Q1
$7.01M Sell
9,572
-257
-3% -$183K 3.83% 5
2023
Q4
$6.49M Sell
9,829
-163
-2% -$96.6K 3.78% 5
2023
Q3
$5.65M Sell
9,992
-1,146
-10% -$633K 3.53% 10
2023
Q2
$6M Buy
11,138
+79
+0.7% +$40K 3.37% 15
2023
Q1
$5.49M Sell
11,059
-89
-0.8% -$43.6K 3.33% 15
2022
Q4
$5.09M Sell
11,148
-515
-4% -$252K 3.24% 12
2022
Q3
$5.51M Sell
11,663
-279
-2% -$145K 3.62% 7
2022
Q2
$5.72M Sell
11,942
-224
-2% -$114K 3.65% 5
2022
Q1
$7.01M Sell
12,166
-6,749
-36% -$3.54M 3.51% 5
2021
Q4
$10.7M Buy
18,915
+96
+0.5% +$49.2K 5.05% 4
2021
Q3
$8.46M Buy
18,819
+19
+0.1% +$8.35K 4.05% 3
2021
Q2
$7.44M Sell
18,800
-621
-3% -$235K 3.35% 11
2021
Q1
$6.85M Buy
19,421
+136
+0.7% +$47.3K 3.25% 8
2020
Q4
$7.27M Buy
19,285
+65
+0.3% +$24.3K 3.63% 5
2020
Q3
$6.82M Buy
19,220
+72
+0.4% +$24.2K 3.61% 7
2020
Q2
$5.81M Sell
19,148
-938
-5% -$285K 3.46% 19
2020
Q1
$5.73M Sell
20,086
-934
-4% -$283K 3.39% 15
2019
Q4
$6.18M Buy
21,020
+323
+2% +$96K 3.16% 20
2019
Q3
$5.96M Sell
20,697
-125
-0.6% -$35.2K 3.26% 20
2019
Q2
$5.5M Sell
20,822
-192
-0.9% -$47.9K 2.93% 24
2019
Q1
$5.09M Buy
+21,014
New +$4.6M 2.73% 24
2017
Q3
Sell
-28,580
Closed -$4.57M 39
2017
Q2
$4.57M Buy
28,580
+522
+2% +$89.9K 3.1% 18
2017
Q1
$4.71M Sell
28,058
-154
-0.5% -$25.8K 3.38% 13
2016
Q4
$4.52M Buy
28,212
+338
+1% +$51.6K 3.5% 14
2016
Q3
$4.25M Sell
27,874
-6
-0% -$970 3.34% 14
2016
Q2
$4.38M Buy
27,880
+1,331
+5% +$202K 3.52% 13
2016
Q1
$4.18M Sell
26,549
-1,076
-4% -$163K 3.33% 11
2015
Q4
$4.24M Buy
+27,625
New +$4.37M 3.71% 8

Other funds holding COST

Sitrin Capital Management's COST Position: Q1 2026 in Review

Sitrin Capital Management reduced its Costco (COST) stake by 2.3% in Q1 2026, selling an estimated $159K and leaving 6,804 shares worth $6.78M. The position accounts for 3.4% of the portfolio, ranked #9.

Sitrin Capital Management first reported a position in COST in Q4 2015 and has held it in 36 quarters since. The position peaked at $10.7M in Q4 2021. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Sitrin Capital Management held 6,804 shares of Costco worth $6.78M as of Q1 2026.
  • Sitrin Capital Management sold 163 Costco shares in Q1 2026, an estimated $159K.
  • Costco made up 3.4% of Sitrin Capital Management's portfolio in Q1 2026, its #9 holding.
  • Sitrin Capital Management first reported a position in Costco in Q4 2015 and has held it in 36 quarters since.
  • Sitrin Capital Management's Costco position peaked at $10.7M in Q4 2021.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.