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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
Q3 		$1.05M Buy
1,156
+5
+0.4% +$4.67K 0.18% 35
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

EA
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

WestHill Financial Advisors's COST Position: Q3 2026 in Review

WestHill Financial Advisors increased its Costco (COST) stake by 0.43% in Q3 2026, buying an estimated $4.67K and bringing the position to 1,156 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #35.

WestHill Financial Advisors first reported a position in COST in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.33M in Q2 2025. 510 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • WestHill Financial Advisors held 1,156 shares of Costco worth $1.05M as of Q3 2026.
  • WestHill Financial Advisors bought 5 Costco shares in Q3 2026, an estimated $4.67K.
  • Costco made up 0.18% of WestHill Financial Advisors's portfolio in Q3 2026, its #35 holding.
  • WestHill Financial Advisors first reported a position in Costco in Q1 2024 and has held it in 11 quarters since.
  • WestHill Financial Advisors's Costco position peaked at $1.33M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on WestHill Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.