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Bestgate Wealth Advisors’s Costco COST Stock Holding History

Bestgate Wealth Advisors’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
2025
Q3 		– Sell
-230
Closed -$218K – 59
2025
Q2 		$218K Hold
230
– – 0.45% 51
2025
Q1 		$218K Sell
230
-25
-10% -$24.4K 0.45% 51
2024
Q4 		$234K Buy
+255
New +$237K 0.47% 49

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bestgate Wealth Advisors's COST Position: Q3 2025 in Review

Bestgate Wealth Advisors sold out of Costco (COST) in Q3 2025, closing a stake of 230 shares — an estimated $218K sold.

Bestgate Wealth Advisors first reported a position in COST in Q4 2024 and held it in 3 quarters. The position peaked at $234K in Q4 2024. 3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Bestgate Wealth Advisors reported no remaining Costco position as of Q3 2025 after selling out during the quarter.
  • Bestgate Wealth Advisors sold 230 Costco shares in Q3 2025, an estimated $218K.
  • Bestgate Wealth Advisors first reported a position in Costco in Q4 2024 and held it in 3 quarters.
  • Bestgate Wealth Advisors's Costco position peaked at $234K in Q4 2024.
  • 3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.