Zuckerman Investment Group’s Costco COST Stock Holding History

Zuckerman Investment 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 Q1	$217K	Buy	+218	New	+$212K	0.02%	127
2025 Q4	–	Sell	-220	Closed	-$203K	–	147
2025 Q3	$203K	Sell	220 -4	-2%	-$3.83K	0.02%	148
2025 Q2	$221K	Buy	+224	New	+$223K	0.02%	140
2025 Q1	–	Sell	-206	Closed	-$207K	–	168
2024 Q4	$207K	Buy	+206	New	+$191K	0.02%	144
2022 Q3	–	Sell	-459	Closed	-$220K	–	122
2022 Q2	$220K	Buy	+459	New	+$233K	0.04%	94

Other funds holding COST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Zuckerman Investment Group's COST Position: Q1 2026 in Review

Zuckerman Investment Group opened a new position in Costco (COST) in Q1 2026: 218 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings. This is a return to the name: Zuckerman Investment Group previously reported a position in COST as recently as Q3 2025.

Zuckerman Investment Group first reported a position in COST in Q2 2022 and has held it in 5 quarters since. The position peaked at $221K in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Zuckerman Investment Group held 218 shares of Costco worth $217K as of Q1 2026.
Costco was a new Zuckerman Investment Group position in Q1 2026.
Costco made up 0.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #127 holding.
Zuckerman Investment Group first reported a position in Costco in Q2 2022 and has held it in 5 quarters since.
Zuckerman Investment Group's Costco position peaked at $221K in Q2 2025.
4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.