Brady Martz Wealth Solutions’s Costco COST Stock Holding History

Brady Martz Wealth Solutions’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	$995K	Buy	1,093 +56	+5%	+$52.3K	0.15%	101
2026 Q2	$970K	Sell	1,037 -3	-0.3%	-$2.99K	0.15%	104
2026 Q1	$1.04M	Sell	1,040 -171	-14%	-$167K	0.18%	96
2025 Q4	$1.04M	Sell	1,211 -26	-2%	-$23.6K	0.18%	88
2025 Q3	$1.15M	Hold	1,237	–	–	0.21%	87
2025 Q2	$1.22M	Buy	1,237 +1	+0.1%	+$994	0.24%	79
2025 Q1	$1.17M	Sell	1,236 -14	-1%	-$13.6K	0.26%	74
2024 Q4	$1.15M	Buy	+1,250	New	+$1.16M	0.28%	78

Other funds holding COST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Brady Martz Wealth Solutions's COST Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Costco (COST) stake by 5.4% in Q3 2026, buying an estimated $52.3K and bringing the position to 1,093 shares worth $995K. The position accounts for 0.15% of the portfolio, ranked #101.

Brady Martz Wealth Solutions first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2025. 2,803 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Brady Martz Wealth Solutions held 1,093 shares of Costco worth $995K as of Q3 2026.
Brady Martz Wealth Solutions bought 56 Costco shares in Q3 2026, an estimated $52.3K.
Costco made up 0.15% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #101 holding.
Brady Martz Wealth Solutions first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Costco position peaked at $1.22M in Q2 2025.
2,803 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.