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Forum Finance Group’s Costco COST Stock Holding History

Forum Finance Group’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 		$81K Buy
+107
New +$107K 0.03% 202

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Finance Group's COST Position: Q2 2026 in Review

Forum Finance Group opened a new position in Costco (COST) in Q2 2026: 107 shares worth $81K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings.

4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Forum Finance Group held 107 shares of Costco worth $81K as of Q2 2026.
  • Costco was a new Forum Finance Group position in Q2 2026.
  • Costco made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #202 holding.
  • 4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.