Golden Road Advisors’s Costco COST Stock Holding History

Golden Road 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 Q1	$281K	Buy	282 +47	+20%	+$45.8K	0.16%	43
2025 Q4	$203K	Sell	235 -22	-9%	-$19.9K	0.12%	49
2025 Q3	$238K	Buy	257 +30	+13%	+$28.8K	0.14%	48
2025 Q2	$225K	Buy	227 +12	+6%	+$11.9K	0.15%	41
2025 Q1	$203K	Sell	215 -4	-2%	-$3.9K	0.16%	38
2024 Q4	$201K	Sell	219 -31	-12%	-$28.8K	0.15%	39
2024 Q3	$222K	Buy	250 +3	+1%	+$2.6K	0.17%	37
2024 Q2	$219K	Buy	+247	New	+$193K	0.18%	36

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Golden Road Advisors's COST Position: Q1 2026 in Review

Golden Road Advisors increased its Costco (COST) stake by 20% in Q1 2026, buying an estimated $45.8K and bringing the position to 282 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #43.

Golden Road Advisors first reported a position in COST in Q2 2024 and has held it in 8 quarters since. 4,238 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Golden Road Advisors held 282 shares of Costco worth $281K as of Q1 2026.
Golden Road Advisors bought 47 Costco shares in Q1 2026, an estimated $45.8K.
Costco made up 0.16% of Golden Road Advisors's portfolio in Q1 2026, its #43 holding.
Golden Road Advisors first reported a position in Costco in Q2 2024 and has held it in 8 quarters since.
4,238 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Golden Road Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.