Bard Associates
COST icon

Bard Associates’s Costco COST Stock Holding History

Bard Associates’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 		$9.1K Buy
+10
New +$9.34K ﹤0.01% 260

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

Bard Associates's COST Position: Q3 2026 in Review

Bard Associates opened a new position in Costco (COST) in Q3 2026: 10 shares worth $9.1K. The stake represents ﹤0.01% of the portfolio and ranks #260 among its holdings.

3,744 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Bard Associates held 10 shares of Costco worth $9.1K as of Q3 2026.
  • Costco was a new Bard Associates position in Q3 2026.
  • Costco made up ﹤0.01% of Bard Associates's portfolio in Q3 2026, its #260 holding.
  • 3,744 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Bard Associates's 13F filing for Q3 2026, filed 13 Nov 2026.