WCG Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
Other funds holding COST
WCG Wealth Advisors's COST Position: Q2 2026 in Review
WCG Wealth Advisors increased its Costco (COST) stake by 8.6% in Q2 2026, buying an estimated $956K and bringing the position to 12,166 shares worth $11.4M. The position accounts for 0.27% of the portfolio, ranked #95.
WCG Wealth Advisors first reported a position in COST in Q2 2022 and has held it in 5 quarters since. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.
- WCG Wealth Advisors held 12,166 shares of Costco worth $11.4M as of Q2 2026.
- WCG Wealth Advisors bought 959 Costco shares in Q2 2026, an estimated $956K.
- Costco made up 0.27% of WCG Wealth Advisors's portfolio in Q2 2026, its #95 holding.
- WCG Wealth Advisors first reported a position in Costco in Q2 2022 and has held it in 5 quarters since.
- 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.
Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.