Westco Advisory Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Sell
1,706
-29
-2% -$28.9K 0.96% 23
2026
Q1
$1.73M Buy
1,735
+700
+68% +$682K 1.11% 19
2025
Q4
$893K Buy
+1,035
New +$938K 0.55% 40

Other funds holding COST

Westco Advisory Services's COST Position: Q2 2026 in Review

Westco Advisory Services reduced its Costco (COST) stake by 1.7% in Q2 2026, selling an estimated $28.9K and leaving 1,706 shares worth $1.6M. The position accounts for 0.96% of the portfolio, ranked #23.

Westco Advisory Services first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q1 2026. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Westco Advisory Services held 1,706 shares of Costco worth $1.6M as of Q2 2026.
  • Westco Advisory Services sold 29 Costco shares in Q2 2026, an estimated $28.9K.
  • Costco made up 0.96% of Westco Advisory Services's portfolio in Q2 2026, its #23 holding.
  • Westco Advisory Services first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • Westco Advisory Services's Costco position peaked at $1.73M in Q1 2026.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.