SHFL
COST icon

Seven Hills Financial, LLC’s Costco COST Stock Holding History

Seven Hills Financial, 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 		$428K Buy
+470
New +$439K 0.26% 54

Other funds holding COST

EA
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Seven Hills Financial, LLC's COST Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Costco (COST) in Q3 2026: 470 shares worth $428K. The stake represents 0.26% of the portfolio and ranks #54 among its holdings.

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

  • Seven Hills Financial, LLC held 470 shares of Costco worth $428K as of Q3 2026.
  • Costco was a new Seven Hills Financial, LLC position in Q3 2026.
  • Costco made up 0.26% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #54 holding.
  • 358 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.