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Frisco Financial Planning’s Costco COST Stock Holding History

Frisco Financial Planning’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
Q3 		$910 Buy
+1
New +$934 ﹤0.01% 32

Other funds holding COST

NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Frisco Financial Planning's COST Position: Q3 2026 in Review

Frisco Financial Planning opened a new position in Costco (COST) in Q3 2026: 1 share worth $910. The stake represents ﹤0.01% of the portfolio and ranks #32 among its holdings.

44 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Frisco Financial Planning held 1 share of Costco worth $910 as of Q3 2026.
  • Costco was a new Frisco Financial Planning position in Q3 2026.
  • Costco made up ﹤0.01% of Frisco Financial Planning's portfolio in Q3 2026, its #32 holding.
  • 44 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.