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Timothy G. Youngquist 2020 Irrevocable Trust’s Costco COST Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-657
Closed -$655K – 202
2026
Q1 		$655K Buy
+657
New +$640K 0.28% 90

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 $3.38T AUM 44.17% 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

Timothy G. Youngquist 2020 Irrevocable Trust's COST Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Costco (COST) in Q2 2026, closing a stake of 657 shares — an estimated $655K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in COST in Q1 2026 and held it in 1 quarter. The position peaked at $655K in Q1 2026. 4,258 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Costco position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 657 Costco shares in Q2 2026, an estimated $655K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Costco in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Costco position peaked at $655K in Q1 2026.
  • 4,258 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.