STACKSTONE WEALTH, LLC’s Costco COST Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$2.94M	Buy	+3,228	New	+$3.01M	0.29%	91

Other funds holding COST

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return

STACKSTONE WEALTH, LLC's COST Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Costco (COST) in Q3 2026: 3,228 shares worth $2.94M. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

936 funds tracked by Wall St. Rank hold COST as of Q3 2026.

STACKSTONE WEALTH, LLC held 3,228 shares of Costco worth $2.94M as of Q3 2026.
Costco was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Costco made up 0.29% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #91 holding.
936 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.