Superior Planning, LLC’s Costco COST Stock Holding History

Superior Planning, 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	$1.51M	Buy	+1,662	New	+$1.55M	0.63%	30

Other funds holding COST

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's COST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Costco (COST) in Q3 2026: 1,662 shares worth $1.51M. The stake represents 0.63% of the portfolio and ranks #30 among its holdings.

3,274 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Superior Planning, LLC held 1,662 shares of Costco worth $1.51M as of Q3 2026.
Costco was a new Superior Planning, LLC position in Q3 2026.
Costco made up 0.63% of Superior Planning, LLC's portfolio in Q3 2026, its #30 holding.
3,274 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.