Barlow Wealth Partners
COST icon

Barlow Wealth Partners’s Costco COST Stock Holding History

Barlow Wealth Partners’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 		$34M Buy
36,354
+899
+3% +$839K 3.51% 6
2026
Q2 		$33.8M Buy
35,455
+345
+1% +$344K 3.65% 6
2026
Q1 		$35.1M Buy
35,110
+283
+0.8% +$276K 3.9% 4
2025
Q4 		$32.2M Buy
34,827
+375
+1% +$340K 3.48% 7
2025
Q3 		$32.5M Buy
34,452
+740
+2% +$709K 3.62% 6
2025
Q2 		$33.1M Buy
33,712
+239
+0.7% +$238K 3.96% 6
2025
Q1 		$32.7M Buy
33,473
+218
+0.7% +$213K 4.3% 4
2024
Q4 		$30.7M Buy
33,255
+1,139
+4% +$1.06M 3.89% 5
2024
Q3 		$28.1M Buy
32,116
+416
+1% +$361K 3.67% 4
2024
Q2 		$26.3M Buy
31,700
+971
+3% +$758K 3.65% 3
2024
Q1 		$22.5M Buy
30,729
+739
+2% +$528K 3.06% 4
2023
Q4 		$19.8M Buy
+29,990
New +$17.8M 2.81% 8

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Barlow Wealth Partners's COST Position: Q3 2026 in Review

Barlow Wealth Partners increased its Costco (COST) stake by 2.5% in Q3 2026, buying an estimated $839K and bringing the position to 36,354 shares worth $34M. The position accounts for 3.51% of the portfolio, ranked #6.

Barlow Wealth Partners first reported a position in COST in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.1M in Q1 2026. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Barlow Wealth Partners held 36,354 shares of Costco worth $34M as of Q3 2026.
  • Barlow Wealth Partners bought 899 Costco shares in Q3 2026, an estimated $839K.
  • Costco made up 3.51% of Barlow Wealth Partners's portfolio in Q3 2026, its #6 holding.
  • Barlow Wealth Partners first reported a position in Costco in Q4 2023 and has held it in 12 quarters since.
  • Barlow Wealth Partners's Costco position peaked at $35.1M in Q1 2026.
  • 2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.