Fulcrum Wealth Advisors’s Costco COST Stock Holding History

Fulcrum Wealth Advisors’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	$1.06M	Buy	1,129 +243	+27%	+$242K	0.81%	30
2026 Q1	$883K	Hold	886	–	–	0.73%	27
2025 Q4	$764K	Buy	+886	New	+$803K	0.63%	28

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Fulcrum Wealth Advisors's COST Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Costco (COST) stake by 27% in Q2 2026, buying an estimated $242K and bringing the position to 1,129 shares worth $1.06M. The position accounts for 0.81% of the portfolio, ranked #30.

Fulcrum Wealth Advisors first reported a position in COST in Q4 2025 and has held it in 3 quarters since. 4,228 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Fulcrum Wealth Advisors held 1,129 shares of Costco worth $1.06M as of Q2 2026.
Fulcrum Wealth Advisors bought 243 Costco shares in Q2 2026, an estimated $242K.
Costco made up 0.81% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Fulcrum Wealth Advisors first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
4,228 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.