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Sumitomo Mitsui Financial Group’s Costco COST Stock Holding History

Sumitomo Mitsui Financial Group’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
Q1 		– Sell
-500
Closed -$34K – 173
2023
Q4 		$34K Hold
500
– – ﹤0.01% 145
2023
Q3 		$7.99K Hold
500
– – ﹤0.01% 158
2023
Q2 		$4.83K Hold
500
– – ﹤0.01% 168
2023
Q1 		$5.28K Buy
+500
New +$245K ﹤0.01% 161

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Financial Group's COST Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Costco (COST) stake by 2.4% in Q2 2026, selling an estimated $260K and leaving 10,478 shares worth $9.8M. The position accounts for 0.19% of the portfolio, ranked #48.

Sumitomo Mitsui Financial Group first reported a position in COST in Q4 2017 and has held it in 28 quarters since. The position peaked at $10.7M in Q1 2026. 4,251 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 10,478 shares of Costco worth $9.8M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 261 Costco shares in Q2 2026, an estimated $260K.
  • Costco made up 0.19% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #48 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Costco in Q4 2017 and has held it in 28 quarters since.
  • Sumitomo Mitsui Financial Group's Costco position peaked at $10.7M in Q1 2026.
  • 4,251 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.