Downshift Financial
COST icon

Downshift Financial’s Costco COST Stock Holding History

Downshift 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 		$91K Buy
+100
New +$93.4K 0.04% 127

Other funds holding COST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Emerald Advisors
Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Downshift Financial's COST Position: Q3 2026 in Review

Downshift Financial held its Costco (COST) position steady in Q3 2026 at 306 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #72.

Downshift Financial first reported a position in COST in Q1 2026 and has held it in 3 quarters since. The position peaked at $305K in Q1 2026. 1,940 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Downshift Financial held 306 shares of Costco worth $279K as of Q3 2026.
  • Downshift Financial left its Costco share count unchanged in Q3 2026.
  • Costco made up 0.12% of Downshift Financial's portfolio in Q3 2026, its #72 holding.
  • Downshift Financial first reported a position in Costco in Q1 2026 and has held it in 3 quarters since.
  • Downshift Financial's Costco position peaked at $305K in Q1 2026.
  • 1,940 funds tracked by Wall St. Rank held Costco as of Q3 2026.

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