Atlas Wealth’s Costco COST Stock Holding History

Atlas Wealth’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	$436K	Buy	438 +70	+19%	+$68.2K	0.13%	83
2025 Q4	$317K	Buy	+368	New	+$333K	0.1%	88

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

Atlas Wealth's COST Position: Q1 2026 in Review

Atlas Wealth increased its Costco (COST) stake by 19% in Q1 2026, buying an estimated $68.2K and bringing the position to 438 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #83.

Atlas Wealth first reported a position in COST in Q4 2025 and has held it in 2 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Atlas Wealth held 438 shares of Costco worth $436K as of Q1 2026.
Atlas Wealth bought 70 Costco shares in Q1 2026, an estimated $68.2K.
Costco made up 0.13% of Atlas Wealth's portfolio in Q1 2026, its #83 holding.
Atlas Wealth first reported a position in Costco in Q4 2025 and has held it in 2 quarters since.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Atlas Wealth's 13F filing for Q1 2026, filed 6 May 2026.