Wealth Quarterback’s Costco COST Stock Holding History

Wealth Quarterback’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	$187K	Buy	+200	New	+$199K	0.06%	167

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

Wealth Quarterback's COST Position: Q2 2026 in Review

Wealth Quarterback increased its Costco (COST) stake by 1.7% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,934 shares worth $1.81M. The position accounts for 0.56% of the portfolio, ranked #35.

Wealth Quarterback first reported a position in COST in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.09M in Q1 2025. 4,243 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Wealth Quarterback held 1,934 shares of Costco worth $1.81M as of Q2 2026.
Wealth Quarterback bought 32 Costco shares in Q2 2026, an estimated $31.9K.
Costco made up 0.56% of Wealth Quarterback's portfolio in Q2 2026, its #35 holding.
Wealth Quarterback first reported a position in Costco in Q4 2019 and has held it in 24 quarters since.
Wealth Quarterback's Costco position peaked at $2.09M in Q1 2025.
4,243 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.