Financial Gravity Companies’s Costco COST Stock Holding History

Financial Gravity Companies’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
2025 Q2	$146K	Buy	+147	New	+$146K	0.03%	188
2024 Q4	$132K	Buy	144 +7	+5%	+$6.5K	0.03%	174
2024 Q3	$121K	Buy	+137	New	+$119K	0.03%	119
2018 Q4	$1K	Buy	+5	New	+$1.12K	﹤0.01%	1051
2018 Q1	$95K	Buy	490 +17	+4%	+$3.21K	0.1%	193
2017 Q4	$92K	Buy	+473	New	+$81.7K	0.11%	189

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's COST Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Costco (COST) in Q2 2025: 147 shares worth $146K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in COST as recently as Q4 2024.

Financial Gravity Companies first reported a position in COST in Q4 2017 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold COST as of Q2 2025.

Financial Gravity Companies held 147 shares of Costco worth $146K as of Q2 2025.
Costco was a new Financial Gravity Companies position in Q2 2025.
Costco made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #188 holding.
Financial Gravity Companies first reported a position in Costco in Q4 2017 and has held it in 6 quarters since.
4,002 funds tracked by Wall St. Rank held Costco as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.