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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
Q2 		$454K Buy
485
+144
+42% +$143K 0.09% 117
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 $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

Founders Grove Wealth Partners's COST Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Costco (COST) stake by 42% in Q2 2026, buying an estimated $143K and bringing the position to 485 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #117.

Founders Grove Wealth Partners first reported a position in COST in Q4 2024 and has held it in 7 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Founders Grove Wealth Partners held 485 shares of Costco worth $454K as of Q2 2026.
  • Founders Grove Wealth Partners bought 144 Costco shares in Q2 2026, an estimated $143K.
  • Costco made up 0.09% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Founders Grove Wealth Partners first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
  • 4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.