Evernest Financial Advisors’s Costco COST Stock Holding History

Evernest Financial Advisors’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	$1.16M	Buy	1,161 +4	+0.3%	+$3.9K	0.24%	65
2025 Q4	$1.15M	Sell	1,157 -100	-8%	-$90.6K	0.24%	65
2025 Q3	$1.16M	Hold	1,257	–	–	0.33%	60
2025 Q2	$1.24M	Buy	1,257 +102	+9%	+$101K	0.4%	52
2025 Q1	$1.09M	Buy	1,155 +8	+0.7%	+$7.8K	0.39%	59
2024 Q4	$1.05M	Sell	1,147 -70	-6%	-$65K	0.27%	67
2024 Q3	$1.08M	Sell	1,217 -38	-3%	-$33K	0.29%	60
2024 Q2	$1.07M	Buy	1,255 +2	+0.2%	+$1.56K	0.48%	48
2024 Q1	$889K	Sell	1,253 -253	-17%	-$181K	0.42%	53
2023 Q4	$994K	Buy	+1,506	New	+$893K	0.5%	46
2021 Q4	$827K	Buy	+1,143	New	+$585K	0.43%	51

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 $137B AUM 18.02% 1-Year Est. Return

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

Evernest Financial Advisors's COST Position: Q1 2026 in Review

Evernest Financial Advisors increased its Costco (COST) stake by 0.35% in Q1 2026, buying an estimated $3.9K and bringing the position to 1,161 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #65.

Evernest Financial Advisors first reported a position in COST in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.24M in Q2 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Evernest Financial Advisors held 1,161 shares of Costco worth $1.16M as of Q1 2026.
Evernest Financial Advisors bought 4 Costco shares in Q1 2026, an estimated $3.9K.
Costco made up 0.24% of Evernest Financial Advisors's portfolio in Q1 2026, its #65 holding.
Evernest Financial Advisors first reported a position in Costco in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Costco position peaked at $1.24M in Q2 2025.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.