Wiser Wealth Management’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
$252K Buy
269
+23
+9% +$22.9K 0.05% 62
2026
Q1
$245K Buy
+246
New +$240K 0.05% 53
2025
Q4
Sell
-226
Closed -$209K 57
2025
Q3
$209K Buy
226
+17
+8% +$16.3K 0.05% 52
2025
Q2
$207K Buy
+209
New +$208K 0.05% 48

Other funds holding COST

Wiser Wealth Management's COST Position: Q2 2026 in Review

Wiser Wealth Management increased its Costco (COST) stake by 9.3% in Q2 2026, buying an estimated $22.9K and bringing the position to 269 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #62.

Wiser Wealth Management first reported a position in COST in Q2 2025 and has held it in 4 quarters since. 4,228 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Wiser Wealth Management held 269 shares of Costco worth $252K as of Q2 2026.
  • Wiser Wealth Management bought 23 Costco shares in Q2 2026, an estimated $22.9K.
  • Costco made up 0.05% of Wiser Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Wiser Wealth Management first reported a position in Costco in Q2 2025 and has held it in 4 quarters since.
  • 4,228 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.