DecisionPoint Financial’s Costco COST Stock Holding History

DecisionPoint Financial’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	$5.49K	Buy	6 +2	+50%	+$1.87K	﹤0.01%	274
2026 Q2	$3.7K	Hold	4	–	–	﹤0.01%	263
2026 Q1	$3.99K	Hold	4	–	–	﹤0.01%	236
2025 Q4	$3.45K	Hold	4	–	–	﹤0.01%	289
2025 Q3	$3.67K	Hold	4	–	–	﹤0.01%	194
2025 Q2	$3.94K	Buy	+4	New	+$3.98K	﹤0.01%	193
2023 Q2	–	Sell	-17	Closed	-$8.45K	–	199
2023 Q1	$8.45K	Buy	17 +16	+1,600%	+$7.85K	﹤0.01%	114
2022 Q4	$457	Buy	+1	New	+$489	﹤0.01%	167

Other funds holding COST

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DecisionPoint Financial's COST Position: Q3 2026 in Review

DecisionPoint Financial increased its Costco (COST) stake by 50% in Q3 2026, buying an estimated $1.87K and bringing the position to 6 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

DecisionPoint Financial first reported a position in COST in Q4 2022 and has held it in 8 quarters since. The position peaked at $8.45K in Q1 2023. 1,743 funds tracked by Wall St. Rank hold COST as of Q3 2026.

DecisionPoint Financial held 6 shares of Costco worth $5.49K as of Q3 2026.
DecisionPoint Financial bought 2 Costco shares in Q3 2026, an estimated $1.87K.
Costco made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #274 holding.
DecisionPoint Financial first reported a position in Costco in Q4 2022 and has held it in 8 quarters since.
DecisionPoint Financial's Costco position peaked at $8.45K in Q1 2023.
1,743 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.