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Freedom Financial Partners’s Costco COST Stock Holding History

Freedom Financial 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 		$217K Buy
+218
New +$212K 0.08% 86
2025
Q4 		– Sell
-218
Closed -$202K – 88
2025
Q3 		$202K Hold
218
– – 0.08% 83
2025
Q2 		$216K Hold
218
– – 0.09% 74
2025
Q1 		$206K Buy
+218
New +$213K 0.1% 73

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

Freedom Financial Partners's COST Position: Q1 2026 in Review

Freedom Financial Partners opened a new position in Costco (COST) in Q1 2026: 218 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #86 among its holdings. This is a return to the name: Freedom Financial Partners previously reported a position in COST as recently as Q3 2025.

Freedom Financial Partners first reported a position in COST in Q1 2025 and has held it in 4 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Freedom Financial Partners held 218 shares of Costco worth $217K as of Q1 2026.
  • Costco was a new Freedom Financial Partners position in Q1 2026.
  • Costco made up 0.08% of Freedom Financial Partners's portfolio in Q1 2026, its #86 holding.
  • Freedom Financial Partners first reported a position in Costco in Q1 2025 and has held it in 4 quarters since.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.