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Financial Network Wealth Advisors’s Costco COST Stock Holding History

Financial Network Wealth 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 		$201K Buy
201
+2
+1% +$1.95K 0.21% 90
2025
Q4 		$172K Buy
199
+8
+4% +$7.25K 0.18% 102
2025
Q3 		$177K Buy
191
+9
+5% +$8.63K 0.19% 98
2025
Q2 		$180K Buy
182
+3
+2% +$2.98K 0.22% 90
2025
Q1 		$169K Buy
179
+76
+74% +$74.1K 0.22% 84
2024
Q4 		$94.4K Sell
103
-182
-64% -$169K 0.18% 109
2024
Q3 		$253K Buy
285
+12
+4% +$10.4K 0.21% 97
2024
Q2 		$232K Buy
+273
New +$213K 0.17% 119

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

Financial Network Wealth Advisors's COST Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Costco (COST) stake by 1% in Q1 2026, buying an estimated $1.95K and bringing the position to 201 shares worth $201K. The position accounts for 0.21% of the portfolio, ranked #90.

Financial Network Wealth Advisors first reported a position in COST in Q2 2024 and has held it in 8 quarters since. The position peaked at $253K in Q3 2024. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Financial Network Wealth Advisors held 201 shares of Costco worth $201K as of Q1 2026.
  • Financial Network Wealth Advisors bought 2 Costco shares in Q1 2026, an estimated $1.95K.
  • Costco made up 0.21% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Financial Network Wealth Advisors first reported a position in Costco in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Costco position peaked at $253K in Q3 2024.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.