Diversify Wealth Management’s Costco COST Stock Holding History

Diversify 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
2026 Q2	$476K	Buy	+50,000	New	+$49.8M	0.01%	878

Other funds holding COST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Diversify Wealth Management's COST Position: Q2 2026 in Review

Diversify Wealth Management increased its Costco (COST) stake by 8.7% in Q2 2026, buying an estimated $2.61M and bringing the position to 32,762 shares worth $31.2M. The position accounts for 0.52% of the portfolio, ranked #31.

Diversify Wealth Management first reported a position in COST in Q2 2024 and has held it in 9 quarters since. 4,228 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Diversify Wealth Management held 32,762 shares of Costco worth $31.2M as of Q2 2026.
Diversify Wealth Management bought 2,621 Costco shares in Q2 2026, an estimated $2.61M.
Costco made up 0.52% of Diversify Wealth Management's portfolio in Q2 2026, its #31 holding.
Diversify Wealth Management first reported a position in Costco in Q2 2024 and has held it in 9 quarters since.
4,228 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.