Y.D. More Investments’s Costco COST Stock Holding History

Y.D. More Investments’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	$1.15M	Sell	1,247 -13	-1%	-$13K	0.04%	123
2026 Q1	$1.23M	Sell	1,260 -328	-21%	-$320K	0.05%	104
2025 Q4	$1.35M	Sell	1,588 -136	-8%	-$123K	0.06%	108
2025 Q3	$1.45M	Buy	1,724 +353	+26%	+$338K	0.08%	102
2025 Q2	$1.3M	Buy	1,371 +535	+64%	+$532K	0.09%	108
2025 Q1	$629K	Buy	836 +91	+12%	+$88.7K	0.06%	137
2024 Q4	$610K	Sell	745 -46	-6%	-$42.7K	0.05%	133
2024 Q3	$590K	Sell	791 -235	-23%	-$204K	0.06%	134
2024 Q2	$775K	Buy	1,026 +115	+13%	+$89.7K	0.08%	114
2024 Q1	$667K	Hold	911	–	–	0.12%	101
2023 Q4	$601K	Buy	911 +11	+1%	+$6.52K	0.12%	101
2023 Q3	$508K	Hold	900	–	–	0.1%	106
2023 Q2	$485K	Hold	900	–	–	0.11%	90
2023 Q1	$447K	Hold	900	–	–	0.1%	90
2022 Q4	$411K	Buy	+900	New	+$440K	0.1%	117

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 $3.38T AUM 44.17% 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

Y.D. More Investments's COST Position: Q2 2026 in Review

Y.D. More Investments reduced its Costco (COST) stake by 1% in Q2 2026, selling an estimated $13K and leaving 1,247 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #123.

Y.D. More Investments first reported a position in COST in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q3 2025. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Y.D. More Investments held 1,247 shares of Costco worth $1.15M as of Q2 2026.
Y.D. More Investments sold 13 Costco shares in Q2 2026, an estimated $13K.
Costco made up 0.04% of Y.D. More Investments's portfolio in Q2 2026, its #123 holding.
Y.D. More Investments first reported a position in Costco in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's Costco position peaked at $1.45M in Q3 2025.
4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.