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Wealthedge Investment Advisors’s Costco COST Stock Holding History

Wealthedge Investment Advisors’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 		$341K Buy
364
+79
+28% +$78.7K 0.12% 113
2026
Q1 		$284K Buy
285
+13
+5% +$12.7K 0.1% 117
2025
Q4 		$235K Sell
272
-2
-0.7% -$1.81K 0.09% 119
2025
Q3 		$254K Hold
274
– – 0.1% 113
2025
Q2 		$271K Buy
274
+2
+0.7% +$1.99K 0.11% 121
2025
Q1 		$258K Sell
272
-223
-45% -$217K 0.12% 137
2024
Q4 		$453K Buy
+495
New +$459K 0.2% 99

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthedge Investment Advisors's COST Position: Q2 2026 in Review

Wealthedge Investment Advisors increased its Costco (COST) stake by 28% in Q2 2026, buying an estimated $78.7K and bringing the position to 364 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #113.

Wealthedge Investment Advisors first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 1,746 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Wealthedge Investment Advisors held 364 shares of Costco worth $341K as of Q2 2026.
  • Wealthedge Investment Advisors bought 79 Costco shares in Q2 2026, an estimated $78.7K.
  • Costco made up 0.12% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Wealthedge Investment Advisors first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Costco position peaked at $453K in Q4 2024.
  • 1,746 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.