Challenger Wealth Management
COST icon

Challenger Wealth Management’s Costco COST Stock Holding History

Challenger Wealth Management’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 		$2.18M Buy
2,397
+54
+2% +$50.4K 1.59% 16
2026
Q2 		$2.19M Sell
2,343
-50
-2% -$49.8K 1.61% 16
2026
Q1 		$2.38M Buy
2,393
+35
+1% +$34.1K 1.91% 14
2025
Q4 		$2.03M Buy
2,358
+130
+6% +$118K 1.55% 15
2025
Q3 		$2.06M Sell
2,228
-502
-18% -$481K 1.61% 15
2025
Q2 		$2.7M Buy
2,730
+194
+8% +$193K 1.87% 13
2025
Q1 		$2.4M Sell
2,536
-6
-0.2% -$5.85K 1.9% 12
2024
Q4 		$2.33M Buy
+2,542
New +$2.36M 2.01% 13

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

Challenger Wealth Management's COST Position: Q3 2026 in Review

Challenger Wealth Management increased its Costco (COST) stake by 2.3% in Q3 2026, buying an estimated $50.4K and bringing the position to 2,397 shares worth $2.18M. The position accounts for 1.59% of the portfolio, ranked #16.

Challenger Wealth Management first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q2 2025. 3,711 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Challenger Wealth Management held 2,397 shares of Costco worth $2.18M as of Q3 2026.
  • Challenger Wealth Management bought 54 Costco shares in Q3 2026, an estimated $50.4K.
  • Costco made up 1.59% of Challenger Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Challenger Wealth Management first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
  • Challenger Wealth Management's Costco position peaked at $2.7M in Q2 2025.
  • 3,711 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.