WestHill Financial Advisors’s Costco COST Stock Holding History

WestHill Financial 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	$1.08M	Sell	1,151 -20	-2%	-$19.9K	0.18%	32
2026 Q1	$1.17M	Sell	1,171 -21	-2%	-$20.5K	0.22%	27
2025 Q4	$1.03M	Sell	1,192 -150	-11%	-$136K	0.2%	33
2025 Q3	$1.24M	Hold	1,342	–	–	0.24%	27
2025 Q2	$1.33M	Sell	1,342 -1	-0.1%	-$994	0.28%	25
2025 Q1	$1.27M	Sell	1,343 -90	-6%	-$87.7K	0.29%	24
2024 Q4	$1.31M	Sell	1,433 -2	-0.1%	-$1.86K	0.29%	25
2024 Q3	$1.27M	Buy	1,435 +1,100	+328%	+$955K	0.29%	26
2024 Q2	$285K	Hold	335	–	–	0.07%	58
2024 Q1	$246K	Buy	+335	New	+$239K	0.06%	65

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

WestHill Financial Advisors's COST Position: Q2 2026 in Review

WestHill Financial Advisors reduced its Costco (COST) stake by 1.7% in Q2 2026, selling an estimated $19.9K and leaving 1,151 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #32.

WestHill Financial Advisors first reported a position in COST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q2 2025. 4,233 funds tracked by Wall St. Rank hold COST as of Q2 2026.

WestHill Financial Advisors held 1,151 shares of Costco worth $1.08M as of Q2 2026.
WestHill Financial Advisors sold 20 Costco shares in Q2 2026, an estimated $19.9K.
Costco made up 0.18% of WestHill Financial Advisors's portfolio in Q2 2026, its #32 holding.
WestHill Financial Advisors first reported a position in Costco in Q1 2024 and has held it in 10 quarters since.
WestHill Financial Advisors's Costco position peaked at $1.33M in Q2 2025.
4,233 funds tracked by Wall St. Rank held Costco as of Q2 2026.

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