Archvest Wealth Advisors’s Costco COST Stock Holding History

Archvest Wealth 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 Q1	$559K	Buy	561 +29	+5%	+$28.3K	0.36%	31
2025 Q4	$459K	Sell	532 -8	-1%	-$7.25K	0.29%	37
2025 Q3	$500K	Buy	540 +32	+6%	+$30.7K	0.44%	38
2025 Q2	$503K	Hold	508	–	–	0.44%	39
2025 Q1	$480K	Buy	508 +78	+18%	+$76K	0.4%	43
2024 Q4	$394K	Buy	430 +20	+5%	+$18.6K	0.29%	45
2024 Q3	$363K	Hold	410	–	–	0.23%	48
2024 Q2	$347K	Buy	410 +22	+6%	+$17.2K	0.23%	47
2024 Q1	$280K	Hold	388	–	–	0.2%	50
2023 Q4	$256K	Hold	388	–	–	0.19%	49
2023 Q3	$219K	Hold	388	–	–	0.18%	47
2023 Q2	$209K	Buy	+388	New	+$196K	0.17%	47
2023 Q1	–	Sell	-500	Closed	-$228K	–	46
2022 Q4	$228K	Hold	500	–	–	0.23%	37
2022 Q3	$236K	Buy	+500	New	+$260K	0.24%	37
2022 Q2	–	Sell	-388	Closed	-$223K	–	38
2022 Q1	$223K	Buy	+388	New	+$204K	0.2%	40

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archvest Wealth Advisors's COST Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Costco (COST) stake by 5.5% in Q1 2026, buying an estimated $28.3K and bringing the position to 561 shares worth $559K. The position accounts for 0.36% of the portfolio, ranked #31.

Archvest Wealth Advisors first reported a position in COST in Q1 2022 and has held it in 15 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Archvest Wealth Advisors held 561 shares of Costco worth $559K as of Q1 2026.
Archvest Wealth Advisors bought 29 Costco shares in Q1 2026, an estimated $28.3K.
Costco made up 0.36% of Archvest Wealth Advisors's portfolio in Q1 2026, its #31 holding.
Archvest Wealth Advisors first reported a position in Costco in Q1 2022 and has held it in 15 quarters since.
4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.