GWM
COST icon

Gilpin Wealth Management’s Costco COST Stock Holding History

Gilpin Wealth Management’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 		$75.6K Buy
83
+1
+1% +$934 0.05% 209
2026
Q2 		$76.7K Hold
82
– – 0.05% 196
2026
Q1 		$81.7K Hold
82
– – 0.06% 179
2025
Q4 		$70.7K Buy
+82
New +$74.3K 0.06% 175

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's COST Position: Q3 2026 in Review

Gilpin Wealth Management increased its Costco (COST) stake by 1.2% in Q3 2026, buying an estimated $934 and bringing the position to 83 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #209.

Gilpin Wealth Management first reported a position in COST in Q4 2025 and has held it in 4 quarters since. The position peaked at $81.7K in Q1 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Gilpin Wealth Management held 83 shares of Costco worth $75.6K as of Q3 2026.
  • Gilpin Wealth Management bought 1 Costco share in Q3 2026, an estimated $934.
  • Costco made up 0.05% of Gilpin Wealth Management's portfolio in Q3 2026, its #209 holding.
  • Gilpin Wealth Management first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Costco position peaked at $81.7K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.