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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
Q2 		$208K Buy
222
+4
+2% +$3.98K 0.02% 135
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zuckerman Investment Group's COST Position: Q2 2026 in Review

Zuckerman Investment Group increased its Costco (COST) stake by 1.8% in Q2 2026, buying an estimated $3.98K and bringing the position to 222 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #135.

Zuckerman Investment Group first reported a position in COST in Q2 2022 and has held it in 6 quarters since. The position peaked at $221K in Q2 2025. 4,248 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Zuckerman Investment Group held 222 shares of Costco worth $208K as of Q2 2026.
  • Zuckerman Investment Group bought 4 Costco shares in Q2 2026, an estimated $3.98K.
  • Costco made up 0.02% of Zuckerman Investment Group's portfolio in Q2 2026, its #135 holding.
  • Zuckerman Investment Group first reported a position in Costco in Q2 2022 and has held it in 6 quarters since.
  • Zuckerman Investment Group's Costco position peaked at $221K in Q2 2025.
  • 4,248 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.