GIM
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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
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 $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 $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gold Investment Management's COST Position: Q1 2026 in Review

Gold Investment Management held its Costco (COST) position steady in Q1 2026 at 325 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #101.

Gold Investment Management first reported a position in COST in Q4 2023 and has held it in 10 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Gold Investment Management held 325 shares of Costco worth $324K as of Q1 2026.
  • Gold Investment Management left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.1% of Gold Investment Management's portfolio in Q1 2026, its #101 holding.
  • Gold Investment Management first reported a position in Costco in Q4 2023 and has held it in 10 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.