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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in COSTCO WHOLESALE CORP

Steward Partners Investment Advisory, LLC holds 91,045 shares of COST (COSTCO WHOLESALE CORP), worth $85.2M as of 2026-Q2. The position was decreased (-43.5% shares). COST represents 0.4% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$85.2M

Current Shares

91,045

Total Value Change

+$11.1M

Total Shares Change

+7,488

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
91,045
-43.5%
$85.2M0.4%$933.99
0
2026-Q1
Increased
161,140
+15.7%
$160.6M0.8%$993.41
49
2025-Q4
Increased
139,252
+5.0%
$120.1M0.7%$858.55
45
2025-Q3
Increased
132,629
+95.2%
$122.8M0.7%$920.26
68
2025-Q2
Increased
67,934
+4.3%
$67.2M0.5%$982.84
44
2025-Q1
Decreased
65,110
-1.5%
$61.6M0.5%$937.77
0
2024-Q4
Decreased
66,129
-20.9%
$60.6M0.5%$907.51
0
2024-Q3
Decreased
83,557
-0.9%
$74.1M0.7%$876.88
0

Other major holders of COST: VANGUARD GROUP INC

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