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 Q2	$171K	Sell	182 -19	-9%	-$18.9K	0.17%	116
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Network Wealth Advisors's COST Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Costco (COST) stake by 9.5% in Q2 2026, selling an estimated $18.9K and leaving 182 shares worth $171K. The position accounts for 0.17% of the portfolio, ranked #116.

Financial Network Wealth Advisors first reported a position in COST in Q2 2024 and has held it in 9 quarters since. The position peaked at $253K in Q3 2024. 4,250 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Financial Network Wealth Advisors held 182 shares of Costco worth $171K as of Q2 2026.
Financial Network Wealth Advisors sold 19 Costco shares in Q2 2026, an estimated $18.9K.
Costco made up 0.17% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Financial Network Wealth Advisors first reported a position in Costco in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Costco position peaked at $253K in Q3 2024.
4,250 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.