Aviso Wealth Management
COST icon

Aviso Wealth Management’s Costco COST Stock Holding History

Aviso Wealth Management’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 		$5.16M Buy
5,663
+305
+6% +$285K 1.97% 13
2026
Q2 		$5.01M Buy
5,358
+239
+5% +$238K 1.71% 16
2026
Q1 		$5.1M Buy
5,119
+435
+9% +$424K 2.3% 8
2025
Q4 		$4.04M Buy
4,684
+545
+13% +$494K 1.7% 16
2025
Q3 		$3.83M Buy
4,139
+406
+11% +$389K 1.67% 16
2025
Q2 		$3.7M Buy
3,733
+583
+19% +$579K 1.73% 11
2025
Q1 		$2.98M Buy
3,150
+191
+6% +$186K 1.58% 13
2024
Q4 		$2.71M Sell
2,959
-60
-2% -$55.7K 1.38% 12
2024
Q3 		$2.68M Buy
3,019
+112
+4% +$97.2K 1.45% 10
2024
Q2 		$2.47M Sell
2,907
-80
-3% -$62.4K 1.47% 11
2024
Q1 		$2.19M Sell
2,987
-175
-6% -$125K 1.38% 15
2023
Q4 		$2.09M Buy
+3,162
New +$1.87M 1.51% 12

Other funds holding COST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

Aviso Wealth Management's COST Position: Q3 2026 in Review

Aviso Wealth Management increased its Costco (COST) stake by 5.7% in Q3 2026, buying an estimated $285K and bringing the position to 5,663 shares worth $5.16M. The position accounts for 1.97% of the portfolio, ranked #13.

Aviso Wealth Management first reported a position in COST in Q4 2023 and has held it in 12 quarters since. 3,744 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Aviso Wealth Management held 5,663 shares of Costco worth $5.16M as of Q3 2026.
  • Aviso Wealth Management bought 305 Costco shares in Q3 2026, an estimated $285K.
  • Costco made up 1.97% of Aviso Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Aviso Wealth Management first reported a position in Costco in Q4 2023 and has held it in 12 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.