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Founders Grove Wealth Partners’s Costco COST Stock Holding History

Founders Grove Wealth Partners’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 		$340K Buy
341
+31
+10% +$30.2K 0.08% 121
2025
Q4 		$267K Buy
310
+47
+18% +$42.6K 0.06% 128
2025
Q3 		$243K Buy
263
+31
+13% +$29.7K 0.06% 126
2025
Q2 		$230K Buy
232
+2
+0.9% +$1.99K 0.06% 118
2025
Q1 		$218K Buy
230
+1
+0.4% +$975 0.06% 114
2024
Q4 		$210K Buy
+229
New +$212K 0.06% 113

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

Founders Grove Wealth Partners's COST Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Costco (COST) stake by 10% in Q1 2026, buying an estimated $30.2K and bringing the position to 341 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #121.

Founders Grove Wealth Partners first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Founders Grove Wealth Partners held 341 shares of Costco worth $340K as of Q1 2026.
  • Founders Grove Wealth Partners bought 31 Costco shares in Q1 2026, an estimated $30.2K.
  • Costco made up 0.08% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #121 holding.
  • Founders Grove Wealth Partners first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.