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Victory Financial Group’s Costco COST Stock Holding History

Victory 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
2026
Q2 		$2.09M Sell
2,234
-48
-2% -$47.8K 0.22% 77
2026
Q1 		$2.27M Buy
2,282
+68
+3% +$66.3K 0.28% 59
2025
Q4 		$1.91M Buy
2,214
+1,011
+84% +$916K 0.24% 69
2025
Q3 		$1.11M Buy
1,203
+736
+158% +$705K 0.15% 86
2025
Q2 		$462K Buy
467
+14
+3% +$13.9K 0.07% 130
2025
Q1 		$430K Buy
453
+38
+9% +$37K 0.08% 112
2024
Q4 		$380K Buy
+415
New +$385K 0.1% 96

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

Victory Financial Group's COST Position: Q2 2026 in Review

Victory Financial Group reduced its Costco (COST) stake by 2.1% in Q2 2026, selling an estimated $47.8K and leaving 2,234 shares worth $2.09M. The position accounts for 0.22% of the portfolio, ranked #77.

Victory Financial Group first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2026. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Victory Financial Group held 2,234 shares of Costco worth $2.09M as of Q2 2026.
  • Victory Financial Group sold 48 Costco shares in Q2 2026, an estimated $47.8K.
  • Costco made up 0.22% of Victory Financial Group's portfolio in Q2 2026, its #77 holding.
  • Victory Financial Group first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Victory Financial Group's Costco position peaked at $2.27M in Q1 2026.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.