Ares Financial Consulting
COST icon

Ares Financial Consulting’s Costco COST Stock Holding History

Ares Financial Consulting’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 		$450K Buy
494
+5
+1% +$4.67K 0.31% 51
2026
Q2 		$458K Hold
489
– – 0.33% 51
2026
Q1 		$488K Buy
489
+114
+30% +$111K 0.38% 48
2025
Q4 		$324K Buy
+375
New +$340K 0.31% 58

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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Ares Financial Consulting's COST Position: Q3 2026 in Review

Ares Financial Consulting increased its Costco (COST) stake by 1% in Q3 2026, buying an estimated $4.67K and bringing the position to 494 shares worth $450K. The position accounts for 0.31% of the portfolio, ranked #51.

Ares Financial Consulting first reported a position in COST in Q4 2025 and has held it in 4 quarters since. The position peaked at $488K in Q1 2026. 3,557 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Ares Financial Consulting held 494 shares of Costco worth $450K as of Q3 2026.
  • Ares Financial Consulting bought 5 Costco shares in Q3 2026, an estimated $4.67K.
  • Costco made up 0.31% of Ares Financial Consulting's portfolio in Q3 2026, its #51 holding.
  • Ares Financial Consulting first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Costco position peaked at $488K in Q1 2026.
  • 3,557 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.