CWD
COST icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clarity Wealth Development's COST Position: Q1 2026 in Review

Clarity Wealth Development held its Costco (COST) position steady in Q1 2026 at 675 shares worth $673K. The position accounts for 0.55% of the portfolio, ranked #22.

Clarity Wealth Development first reported a position in COST in Q4 2024 and has held it in 6 quarters since. The position peaked at $902K in Q1 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Clarity Wealth Development held 675 shares of Costco worth $673K as of Q1 2026.
  • Clarity Wealth Development left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.55% of Clarity Wealth Development's portfolio in Q1 2026, its #22 holding.
  • Clarity Wealth Development first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • Clarity Wealth Development's Costco position peaked at $902K in Q1 2025.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.