FIT
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Financially in Tune’s Costco COST Stock Holding History

Financially in Tune’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 		$215K Buy
+216
New +$210K 0.19% 72

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financially in Tune's COST Position: Q1 2026 in Review

Financially in Tune opened a new position in Costco (COST) in Q1 2026: 216 shares worth $215K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

4,256 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Financially in Tune held 216 shares of Costco worth $215K as of Q1 2026.
  • Costco was a new Financially in Tune position in Q1 2026.
  • Costco made up 0.19% of Financially in Tune's portfolio in Q1 2026, its #72 holding.
  • 4,256 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.