Suncoast Equity Management’s Costco COST Stock Holding History

Suncoast Equity Management’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	$1.32M	Buy	+1,409	New	+$1.4M	0.17%	41
2016 Q3	–	Sell	-1,300	Closed	-$204K	–	34
2016 Q2	$204K	Buy	+1,300	New	+$197K	0.06%	32

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Suncoast Equity Management's COST Position: Q2 2026 in Review

Suncoast Equity Management opened a new position in Costco (COST) in Q2 2026: 1,409 shares worth $1.32M. The stake represents 0.17% of the portfolio and ranks #41 among its holdings. This is a return to the name: Suncoast Equity Management previously reported a position in COST as recently as Q2 2016.

Suncoast Equity Management first reported a position in COST in Q2 2016 and has held it in 2 quarters since. 4,247 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Suncoast Equity Management held 1,409 shares of Costco worth $1.32M as of Q2 2026.
Costco was a new Suncoast Equity Management position in Q2 2026.
Costco made up 0.17% of Suncoast Equity Management's portfolio in Q2 2026, its #41 holding.
Suncoast Equity Management first reported a position in Costco in Q2 2016 and has held it in 2 quarters since.
4,247 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.