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E-Wealth Partners’s Costco COST Stock Holding History

E-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 		$392K Buy
+393
New +$383K 0.32% 44

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

E-Wealth Partners's COST Position: Q1 2026 in Review

E-Wealth Partners opened a new position in Costco (COST) in Q1 2026: 393 shares worth $392K. The stake represents 0.32% of the portfolio and ranks #44 among its holdings.

4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • E-Wealth Partners held 393 shares of Costco worth $392K as of Q1 2026.
  • Costco was a new E-Wealth Partners position in Q1 2026.
  • Costco made up 0.32% of E-Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on E-Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.