Better Money Decisions’s Costco COST Stock Holding History

Better Money Decisions’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 Q2	$383K	Buy	387 +4	+1%	+$3.98K	0.23%	57
2025 Q1	$362K	Buy	383 +20	+6%	+$19.5K	0.24%	57
2024 Q4	$333K	Hold	363	–	–	0.23%	52
2024 Q3	$322K	Hold	363	–	–	0.23%	53
2024 Q2	$309K	Sell	363 -65	-15%	-$50.7K	0.23%	50
2024 Q1	$314K	Sell	428 -41	-9%	-$29.3K	0.25%	51
2023 Q4	$310K	Sell	469 -2	-0.4%	-$1.19K	0.26%	47
2023 Q3	$266K	Sell	471 -160	-25%	-$88.3K	0.23%	52
2023 Q2	$340K	Buy	631 +40	+7%	+$20.2K	0.28%	46
2023 Q1	$294K	Sell	591 -16	-3%	-$7.85K	0.25%	49
2022 Q4	$277K	Sell	607 -25	-4%	-$12.2K	0.24%	56
2022 Q3	$299K	Sell	632 -1,000	-61%	-$520K	0.29%	44
2022 Q2	$782K	Buy	1,632 +1,136	+229%	+$576K	0.66%	29
2022 Q1	$286K	Sell	496 -1,053	-68%	-$553K	0.27%	52
2021 Q4	$879K	Hold	1,549	–	–	0.74%	27
2021 Q3	$696K	Hold	1,549	–	–	0.57%	32
2021 Q2	$613K	Buy	1,549 +419	+37%	+$158K	0.55%	31
2021 Q1	$398K	Buy	+1,130	New	+$393K	0.41%	35

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Better Money Decisions's COST Position: Q2 2025 in Review

Better Money Decisions increased its Costco (COST) stake by 1% in Q2 2025, buying an estimated $3.98K and bringing the position to 387 shares worth $383K. The position accounts for 0.23% of the portfolio, ranked #57.

Better Money Decisions first reported a position in COST in Q1 2021 and has held it in 18 quarters since. The position peaked at $879K in Q4 2021. 4,003 funds tracked by Wall St. Rank hold COST as of Q2 2025.

Better Money Decisions held 387 shares of Costco worth $383K as of Q2 2025.
Better Money Decisions bought 4 Costco shares in Q2 2025, an estimated $3.98K.
Costco made up 0.23% of Better Money Decisions's portfolio in Q2 2025, its #57 holding.
Better Money Decisions first reported a position in Costco in Q1 2021 and has held it in 18 quarters since.
Better Money Decisions's Costco position peaked at $879K in Q4 2021.
4,003 funds tracked by Wall St. Rank held Costco as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.