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Tyche Wealth Partners’s Costco COST Stock Holding History

Tyche Wealth Partners’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 		$5.45M Sell
5,828
-554
-9% -$552K 0.77% 33
2026
Q1 		$6.36M Sell
6,382
-45
-0.7% -$43.9K 0.98% 19
2025
Q4 		$5.54M Buy
6,427
+524
+9% +$475K 0.88% 23
2025
Q3 		$5.46M Sell
5,903
-12
-0.2% -$11.5K 0.96% 23
2025
Q2 		$5.86M Buy
5,915
+61
+1% +$60.6K 1.18% 20
2025
Q1 		$5.54M Sell
5,854
-656
-10% -$640K 1.2% 19
2024
Q4 		$5.97M Buy
6,510
+846
+15% +$785K 1.26% 17
2024
Q3 		$5.02M Sell
5,664
-67
-1% -$58.1K 1.14% 19
2024
Q2 		$4.87M Buy
5,731
+25
+0.4% +$19.5K 1.19% 18
2024
Q1 		$4.18M Sell
5,706
-433
-7% -$309K 1.02% 22
2023
Q4 		$4.05M Buy
+6,139
New +$3.64M 0.98% 24

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

Tyche Wealth Partners's COST Position: Q2 2026 in Review

Tyche Wealth Partners reduced its Costco (COST) stake by 8.7% in Q2 2026, selling an estimated $552K and leaving 5,828 shares worth $5.45M. The position accounts for 0.77% of the portfolio, ranked #33.

Tyche Wealth Partners first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.36M in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Tyche Wealth Partners held 5,828 shares of Costco worth $5.45M as of Q2 2026.
  • Tyche Wealth Partners sold 554 Costco shares in Q2 2026, an estimated $552K.
  • Costco made up 0.77% of Tyche Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Tyche Wealth Partners first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
  • Tyche Wealth Partners's Costco position peaked at $6.36M in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.