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Goldstone Financial Group’s Costco COST Stock Holding History

Goldstone Financial Group’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 		$1.46M Buy
1,465
+72
+5% +$70.2K 0.16% 93
2025
Q4 		$1.2M Sell
1,393
-109
-7% -$98.8K 0.13% 98
2025
Q3 		$1.39M Buy
1,502
+432
+40% +$414K 0.16% 85
2025
Q2 		$1.06M Buy
1,070
+159
+17% +$158K 0.14% 96
2025
Q1 		$862K Buy
911
+315
+53% +$307K 0.13% 98
2024
Q4 		$546K Buy
596
+51
+9% +$47.3K 0.09% 120
2024
Q3 		$483K Sell
545
-48
-8% -$41.7K 0.08% 122
2024
Q2 		$504K Sell
593
-1,176
-66% -$918K 0.1% 109
2024
Q1 		$1.3M Buy
1,769
+110
+7% +$78.5K 0.3% 63
2023
Q4 		$1.1M Buy
1,659
+34
+2% +$20.2K 0.28% 67
2023
Q3 		$918K Sell
1,625
-85
-5% -$46.9K 0.27% 75
2023
Q2 		$921K Sell
1,710
-6
-0.3% -$3.04K 0.27% 66
2023
Q1 		$853K Buy
+1,716
New +$842K 0.28% 62

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

Goldstone Financial Group's COST Position: Q1 2026 in Review

Goldstone Financial Group increased its Costco (COST) stake by 5.2% in Q1 2026, buying an estimated $70.2K and bringing the position to 1,465 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #93.

Goldstone Financial Group first reported a position in COST in Q1 2023 and has held it in 13 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Goldstone Financial Group held 1,465 shares of Costco worth $1.46M as of Q1 2026.
  • Goldstone Financial Group bought 72 Costco shares in Q1 2026, an estimated $70.2K.
  • Costco made up 0.16% of Goldstone Financial Group's portfolio in Q1 2026, its #93 holding.
  • Goldstone Financial Group first reported a position in Costco in Q1 2023 and has held it in 13 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.