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Westfuller Advisors’s Costco COST Stock Holding History

Westfuller 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 		$1.21M Buy
1,292
+276
+27% +$275K 0.44% 55
2026
Q1 		$1.01M Sell
1,016
-99
-9% -$96.5K 0.44% 54
2025
Q4 		$962K Sell
1,115
-27
-2% -$24.5K 0.39% 54
2025
Q3 		$1.06M Buy
1,142
+418
+58% +$401K 0.48% 50
2025
Q2 		$717K Buy
724
+315
+77% +$313K 0.41% 56
2025
Q1 		$387K Buy
409
+149
+57% +$145K 0.26% 65
2024
Q4 		$238K Sell
260
-8
-3% -$7.42K 0.15% 83
2024
Q3 		$238K Buy
+268
New +$233K 0.17% 75

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Westfuller Advisors's COST Position: Q2 2026 in Review

Westfuller Advisors increased its Costco (COST) stake by 27% in Q2 2026, buying an estimated $275K and bringing the position to 1,292 shares worth $1.21M. The position accounts for 0.44% of the portfolio, ranked #55.

Westfuller Advisors first reported a position in COST in Q3 2024 and has held it in 8 quarters since. 2,006 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Westfuller Advisors held 1,292 shares of Costco worth $1.21M as of Q2 2026.
  • Westfuller Advisors bought 276 Costco shares in Q2 2026, an estimated $275K.
  • Costco made up 0.44% of Westfuller Advisors's portfolio in Q2 2026, its #55 holding.
  • Westfuller Advisors first reported a position in Costco in Q3 2024 and has held it in 8 quarters since.
  • 2,006 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.