Destiny Wealth Partners’s Costco COST Stock Holding History

Destiny Wealth Partners’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	$561K	Buy	563 +3	+0.5%	+$2.92K	0.06%	133
2025 Q4	$547K	Sell	560 -4	-0.7%	-$3.63K	0.06%	121
2025 Q3	$522K	Buy	564 +46	+9%	+$44.1K	0.06%	124
2025 Q2	$513K	Buy	+518	New	+$515K	0.07%	119
2023 Q1	–	Sell	-65	Closed	-$29.6K	–	269
2022 Q4	$29.6K	Buy	65 +37	+132%	+$18.1K	0.01%	356
2022 Q3	$13K	Hold	28	–	–	﹤0.01%	400
2022 Q2	$13K	Buy	28 +1	+4%	+$507	﹤0.01%	401
2022 Q1	$16K	Sell	27 -140	-84%	-$73.5K	﹤0.01%	399
2021 Q4	$95K	Buy	167 +26	+18%	+$13.3K	0.02%	230
2021 Q3	$63K	Buy	+141	New	+$62K	0.01%	247
2021 Q2	–	Sell	-24	Closed	-$8K	–	239
2021 Q1	$8K	Buy	24 +9	+60%	+$3.13K	﹤0.01%	424
2020 Q4	$6K	Buy	+15	New	+$5.61K	﹤0.01%	439

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Destiny Wealth Partners's COST Position: Q1 2026 in Review

Destiny Wealth Partners increased its Costco (COST) stake by 0.54% in Q1 2026, buying an estimated $2.92K and bringing the position to 563 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #133.

Destiny Wealth Partners first reported a position in COST in Q4 2020 and has held it in 12 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Destiny Wealth Partners held 563 shares of Costco worth $561K as of Q1 2026.
Destiny Wealth Partners bought 3 Costco shares in Q1 2026, an estimated $2.92K.
Costco made up 0.06% of Destiny Wealth Partners's portfolio in Q1 2026, its #133 holding.
Destiny Wealth Partners first reported a position in Costco in Q4 2020 and has held it in 12 quarters since.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.