Yeomans Consulting Group’s Costco COST Stock Holding History

Yeomans Consulting 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
2025 Q4	$294K	Hold	341	–	–	0.09%	100
2025 Q3	$313K	Sell	341 -51	-13%	-$48.9K	0.11%	87
2025 Q2	$386K	Buy	392 +24	+7%	+$23.9K	0.16%	61
2025 Q1	$348K	Sell	368 -151	-29%	-$147K	0.13%	47
2024 Q4	$476K	Buy	519 +35	+7%	+$32.5K	0.18%	52
2024 Q3	$429K	Sell	484 -65	-12%	-$56.4K	0.16%	62
2024 Q2	$467K	Buy	549 +125	+29%	+$97.5K	0.18%	50
2024 Q1	$311K	Buy	424 +24	+6%	+$17.1K	0.14%	59
2023 Q4	$264K	Buy	+400	New	+$237K	0.13%	56

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yeomans Consulting Group's COST Position: Q4 2025 in Review

Yeomans Consulting Group held its Costco (COST) position steady in Q4 2025 at 341 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #100.

Yeomans Consulting Group first reported a position in COST in Q4 2023 and has held it in 9 quarters since. The position peaked at $476K in Q4 2024. 4,113 funds tracked by Wall St. Rank hold COST as of Q4 2025.

Yeomans Consulting Group held 341 shares of Costco worth $294K as of Q4 2025.
Yeomans Consulting Group left its Costco share count unchanged in Q4 2025.
Costco made up 0.09% of Yeomans Consulting Group's portfolio in Q4 2025, its #100 holding.
Yeomans Consulting Group first reported a position in Costco in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Costco position peaked at $476K in Q4 2024.
4,113 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.