GER Loftin Wealth Advisors LLC’s Costco COST Stock Holding History

GER Loftin Wealth Advisors LLC’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	$630K	Buy	+692	New	+$646K	0.2%	51

Other funds holding COST

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's COST Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Costco (COST) in Q3 2026: 692 shares worth $630K. The stake represents 0.2% of the portfolio and ranks #51 among its holdings.

3,300 funds tracked by Wall St. Rank hold COST as of Q3 2026.

GER Loftin Wealth Advisors LLC held 692 shares of Costco worth $630K as of Q3 2026.
Costco was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Costco made up 0.2% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #51 holding.
3,300 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.