Finer Wealth Management
COST icon

Finer Wealth Management’s Costco COST Stock Holding History

Finer Wealth Management’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
Q3 		$1.43M Buy
1,576
+496
+46% +$463K 0.57% 39
2026
Q2 		$1.01M Buy
1,080
+312
+41% +$311K 0.45% 42
2026
Q1 		$765K Buy
768
+457
+147% +$445K 0.38% 47
2025
Q4 		$268K Buy
+311
New +$282K 0.13% 73

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Finer Wealth Management's COST Position: Q3 2026 in Review

Finer Wealth Management increased its Costco (COST) stake by 46% in Q3 2026, buying an estimated $463K and bringing the position to 1,576 shares worth $1.43M. The position accounts for 0.57% of the portfolio, ranked #39.

Finer Wealth Management first reported a position in COST in Q4 2025 and has held it in 4 quarters since. 2,674 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Finer Wealth Management held 1,576 shares of Costco worth $1.43M as of Q3 2026.
  • Finer Wealth Management bought 496 Costco shares in Q3 2026, an estimated $463K.
  • Costco made up 0.57% of Finer Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Finer Wealth Management first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • 2,674 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.