Michael J. Porro & Co. Financial Advisors, Inc.’s Costco COST Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$928K	Buy	+1,076	New	+$975K	0.78%	57

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s COST Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Costco (COST) in Q4 2025: 1,076 shares worth $928K. The stake represents 0.78% of the portfolio and ranks #57 among its holdings.

4,137 funds tracked by Wall St. Rank hold COST as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 1,076 shares of Costco worth $928K as of Q4 2025.
Costco was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Costco made up 0.78% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #57 holding.
4,137 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.