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Clarity Wealth Development’s Costco COST Stock Holding History

Clarity Wealth Development’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
Q2 		$687K Buy
734
+59
+9% +$58.8K 0.38% 26
2026
Q1 		$673K Hold
675
– – 0.55% 22
2025
Q4 		$582K Hold
675
– – 0.49% 26
2025
Q3 		$624K Sell
675
-229
-25% -$219K 0.56% 24
2025
Q2 		$895K Sell
904
-3
-0.3% -$2.98K 0.89% 20
2025
Q1 		$902K Sell
907
-9
-1% -$8.78K 1.01% 19
2024
Q4 		$898K Buy
+916
New +$850K 0.97% 20

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clarity Wealth Development's COST Position: Q2 2026 in Review

Clarity Wealth Development increased its Costco (COST) stake by 8.7% in Q2 2026, buying an estimated $58.8K and bringing the position to 734 shares worth $687K. The position accounts for 0.38% of the portfolio, ranked #26.

Clarity Wealth Development first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $902K in Q1 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Clarity Wealth Development held 734 shares of Costco worth $687K as of Q2 2026.
  • Clarity Wealth Development bought 59 Costco shares in Q2 2026, an estimated $58.8K.
  • Costco made up 0.38% of Clarity Wealth Development's portfolio in Q2 2026, its #26 holding.
  • Clarity Wealth Development first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • Clarity Wealth Development's Costco position peaked at $902K in Q1 2025.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.