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Gold Investment Management’s Costco COST Stock Holding History

Gold Investment 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
Q2 		$304K Hold
325
– – 0.08% 105
2026
Q1 		$324K Hold
325
– – 0.1% 101
2025
Q4 		$280K Hold
325
– – 0.09% 104
2025
Q3 		$301K Hold
325
– – 0.1% 101
2025
Q2 		$320K Hold
325
– – 0.12% 96
2025
Q1 		$307K Hold
325
– – 0.13% 99
2024
Q4 		$298K Hold
325
– – 0.13% 98
2024
Q3 		$288K Hold
325
– – 0.12% 102
2024
Q2 		$276K Hold
325
– – 0.12% 106
2024
Q1 		$238K Buy
325
+4
+1% +$2.86K 0.1% 108
2023
Q4 		$212K Buy
+321
New +$190K 0.09% 111

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gold Investment Management's COST Position: Q2 2026 in Review

Gold Investment Management held its Costco (COST) position steady in Q2 2026 at 325 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #105.

Gold Investment Management first reported a position in COST in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Gold Investment Management held 325 shares of Costco worth $304K as of Q2 2026.
  • Gold Investment Management left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.08% of Gold Investment Management's portfolio in Q2 2026, its #105 holding.
  • Gold Investment Management first reported a position in Costco in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Costco position peaked at $324K in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.