Francois Rochon’s Costco COST Stock Holding History

Francois Rochon’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	–	Sell	-240	Closed	-$207K	–	53
2025 Q4	$207K	Hold	240	–	–	0.01%	50
2025 Q3	$222K	Hold	240	–	–	0.01%	52
2025 Q2	$238K	Hold	240	–	–	0.01%	54
2025 Q1	$227K	Hold	240	–	–	0.01%	53
2024 Q4	$220K	Hold	240	–	–	0.01%	60
2024 Q3	$213K	Buy	+240	New	+$208K	0.01%	52
2023 Q1	–	Sell	-350	Closed	-$160K	–	61
2022 Q4	$160K	Hold	350	–	–	0.01%	63
2022 Q3	$165K	Hold	350	–	–	0.01%	59
2022 Q2	$168K	Hold	350	–	–	0.01%	59
2022 Q1	$202K	Buy	+350	New	+$184K	0.01%	59

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Francois Rochon's COST Position: Q1 2026 in Review

Francois Rochon sold out of Costco (COST) in Q1 2026, closing a stake of 240 shares — an estimated $207K sold.

Francois Rochon first reported a position in COST in Q1 2022 and held it in 10 quarters. The position peaked at $238K in Q2 2025. 4,256 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Francois Rochon reported no remaining Costco position as of Q1 2026 after selling out during the quarter.
Francois Rochon sold 240 Costco shares in Q1 2026, an estimated $207K.
Francois Rochon first reported a position in Costco in Q1 2022 and held it in 10 quarters.
Francois Rochon's Costco position peaked at $238K in Q2 2025.
4,256 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Giverny Capital's 13F filing for Q1 2026, filed 15 May 2026.