CWM
COST icon

Crowley Wealth Management’s Costco COST Stock Holding History

Crowley 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
2025
Q4 		– Sell
-432
Closed -$400K – 75
2025
Q3 		$400K Hold
432
– – 0.32% 51
2025
Q2 		$428K Hold
432
– – 0.39% 45
2025
Q1 		$409K Buy
432
+3
+0.7% +$2.92K 0.39% 45
2024
Q4 		$393K Buy
+429
New +$398K 0.35% 48

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crowley Wealth Management's COST Position: Q4 2025 in Review

Crowley Wealth Management sold out of Costco (COST) in Q4 2025, closing a stake of 432 shares — an estimated $400K sold.

Crowley Wealth Management first reported a position in COST in Q4 2024 and held it in 4 quarters. The position peaked at $428K in Q2 2025. 4,124 funds tracked by Wall St. Rank hold COST as of Q4 2025.

  • Crowley Wealth Management reported no remaining Costco position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 432 Costco shares in Q4 2025, an estimated $400K.
  • Crowley Wealth Management first reported a position in Costco in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Costco position peaked at $428K in Q2 2025.
  • 4,124 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.