4Wealth Advisors
COST icon

4Wealth Advisors’s Costco COST Stock Holding History

4Wealth 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
Q3 		$306K Buy
331
+18
+6% +$16.8K 0.21% 99
2026
Q2 		$296K Hold
313
– – 0.23% 114
2026
Q1 		$312K Hold
313
– – 0.27% 109
2025
Q4 		$270K Sell
313
-30
-9% -$27.2K 0.23% 124
2025
Q3 		$317K Hold
343
– – 0.28% 109
2025
Q2 		$339K Buy
+343
New +$341K 0.34% 93

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

4Wealth Advisors's COST Position: Q3 2026 in Review

4Wealth Advisors increased its Costco (COST) stake by 5.8% in Q3 2026, buying an estimated $16.8K and bringing the position to 331 shares worth $306K. The position accounts for 0.21% of the portfolio, ranked #99.

4Wealth Advisors first reported a position in COST in Q2 2025 and has held it in 6 quarters since. The position peaked at $339K in Q2 2025. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • 4Wealth Advisors held 331 shares of Costco worth $306K as of Q3 2026.
  • 4Wealth Advisors bought 18 Costco shares in Q3 2026, an estimated $16.8K.
  • Costco made up 0.21% of 4Wealth Advisors's portfolio in Q3 2026, its #99 holding.
  • 4Wealth Advisors first reported a position in Costco in Q2 2025 and has held it in 6 quarters since.
  • 4Wealth Advisors's Costco position peaked at $339K in Q2 2025.
  • 2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.