Wilkerson Advisory Group’s Costco COST Stock Holding History

Wilkerson Advisory Group’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	$160K	Buy	171 +4	+2%	+$3.98K	0.05%	118
2026 Q1	$166K	Buy	167 +62	+59%	+$60.4K	0.06%	109
2025 Q4	$90.5K	Buy	+105	New	+$95.1K	0.03%	124

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

Wilkerson Advisory Group's COST Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Costco (COST) stake by 2.4% in Q2 2026, buying an estimated $3.98K and bringing the position to 171 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #118.

Wilkerson Advisory Group first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $166K in Q1 2026. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Wilkerson Advisory Group held 171 shares of Costco worth $160K as of Q2 2026.
Wilkerson Advisory Group bought 4 Costco shares in Q2 2026, an estimated $3.98K.
Costco made up 0.05% of Wilkerson Advisory Group's portfolio in Q2 2026, its #118 holding.
Wilkerson Advisory Group first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
Wilkerson Advisory Group's Costco position peaked at $166K in Q1 2026.
4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.