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YHB Investment Advisors’s Costco COST Stock Holding History

YHB Investment 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
Q2 		$39.4M Buy
42,112
+497
+1% +$495K 2.52% 9
2026
Q1 		$41.5M Sell
41,615
-627
-1% -$611K 2.97% 5
2025
Q4 		$36.4M Buy
42,242
+177
+0.4% +$160K 2.52% 9
2025
Q3 		$38.9M Sell
42,065
-340
-0.8% -$326K 2.85% 5
2025
Q2 		$42M Sell
42,405
-704
-2% -$700K 3.24% 4
2025
Q1 		$40.8M Sell
43,109
-326
-0.8% -$318K 3.41% 4
2024
Q4 		$39.8M Sell
43,435
-1,045
-2% -$970K 3.27% 4
2024
Q3 		$39.4M Sell
44,480
-901
-2% -$782K 3.27% 4
2024
Q2 		$38.6M Sell
45,381
-576
-1% -$449K 3.32% 4
2024
Q1 		$33.7M Sell
45,957
-129
-0.3% -$92.1K 2.99% 4
2023
Q4 		$30.4M Sell
46,086
-2,985
-6% -$1.77M 2.95% 4
2023
Q3 		$27.7M Sell
49,071
-416
-0.8% -$230K 2.56% 5
2023
Q2 		$26.6M Sell
49,487
-304
-0.6% -$154K 2.49% 5
2023
Q1 		$24.7M Buy
49,791
+1,340
+3% +$657K 2.48% 5
2022
Q4 		$22.1M Sell
48,451
-701
-1% -$343K 2.36% 6
2022
Q3 		$23.2M Sell
49,152
-40
-0.1% -$20.8K 2.58% 6
2022
Q2 		$23.6M Sell
49,192
-116
-0.2% -$58.8K 2.49% 5
2022
Q1 		$28.4M Sell
49,308
-1,633
-3% -$857K 2.51% 5
2021
Q4 		$28.9M Buy
50,941
+53
+0.1% +$27.1K 2.29% 7
2021
Q3 		$22.9M Sell
50,888
-188
-0.4% -$82.6K 1.97% 9
2021
Q2 		$20.2M Buy
51,076
+20
+0% +$7.56K 1.72% 12
2021
Q1 		$18.9M Buy
51,056
+160
+0.3% +$55.7K 1.64% 12
2020
Q4 		$19.2M Sell
50,896
-245
-0.5% -$91.5K 1.83% 11
2020
Q3 		$18.2M Sell
51,141
-7,933
-13% -$2.67M 1.97% 8
2020
Q2 		$17.9M Buy
59,074
+714
+1% +$217K 2.59% 7
2020
Q1 		$16.6M Buy
58,360
+17
+0% +$5.16K 2.87% 4
2019
Q4 		$17.1M Sell
58,343
-987
-2% -$293K 2.45% 6
2019
Q3 		$17.1M Buy
59,330
+1,477
+3% +$416K 2.61% 5
2019
Q2 		$15.3M Sell
57,853
-1,071
-2% -$267K 2.43% 7
2019
Q1 		$14.3M Sell
58,924
-284
-0.5% -$62.1K 2.23% 8
2018
Q4 		$12.1M Buy
59,208
+4,704
+9% +$1.05M 2.16% 9
2018
Q3 		$12.8M Buy
54,504
+451
+0.8% +$102K 1.93% 10
2018
Q2 		$11.3M Buy
54,053
+696
+1% +$137K 1.85% 12
2018
Q1 		$10.1M Buy
53,357
+800
+2% +$151K 1.7% 13
2017
Q4 		$9.78M Buy
52,557
+95
+0.2% +$16.4K 1.67% 14
2017
Q3 		$8.62M Sell
52,462
-3,984
-7% -$626K 1.54% 17
2017
Q2 		$9.03M Buy
56,446
+6,260
+12% +$1.08M 1.55% 19
2017
Q1 		$8.91M Buy
50,186
+18
+0% +$3.02K 1.71% 16
2016
Q4 		$8.03M Buy
50,168
+4,255
+9% +$650K 1.67% 16
2016
Q3 		$7M Sell
45,913
-4,000
-8% -$646K 1.69% 17
2016
Q2 		$7.84M Buy
49,913
+3,235
+7% +$490K 1.72% 16
2016
Q1 		$7.36M Sell
46,678
-3,889
-8% -$589K 1.99% 13
2015
Q4 		$8.17M Sell
50,567
-2,035
-4% -$322K 1.85% 14
2015
Q3 		$7.61M Buy
52,602
+395
+0.8% +$56.4K 1.8% 14
2015
Q2 		$7.05M Buy
52,207
+1,390
+3% +$200K 1.54% 17
2015
Q1 		$7.7M Sell
50,817
-770
-1% -$113K 1.73% 15
2014
Q4 		$7.31M Buy
51,587
+233
+0.5% +$31.7K 1.67% 16
2014
Q3 		$6.44M Sell
51,354
-45
-0.1% -$5.44K 1.55% 17
2014
Q2 		$5.92M Buy
51,399
+768
+2% +$88.1K 1.43% 18
2014
Q1 		$5.65M Buy
50,631
+3,142
+7% +$359K 1.44% 20
2013
Q4 		$5.65M Buy
47,489
+1,028
+2% +$123K 1.52% 18
2013
Q3 		$5.35M Buy
46,461
+586
+1% +$67.6K 1.58% 15
2013
Q2 		$5.07M Buy
+45,875
New +$5.02M 1.58% 16

Other funds holding COST

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EA
Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

YHB Investment Advisors's COST Position: Q2 2026 in Review

YHB Investment Advisors increased its Costco (COST) stake by 1.2% in Q2 2026, buying an estimated $495K and bringing the position to 42,112 shares worth $39.4M. The position accounts for 2.52% of the portfolio, ranked #9.

YHB Investment Advisors first reported a position in COST in Q2 2013 and has held it in 53 quarters since. The position peaked at $42M in Q2 2025. 1,443 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • YHB Investment Advisors held 42,112 shares of Costco worth $39.4M as of Q2 2026.
  • YHB Investment Advisors bought 497 Costco shares in Q2 2026, an estimated $495K.
  • Costco made up 2.52% of YHB Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • YHB Investment Advisors first reported a position in Costco in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Costco position peaked at $42M in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.