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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
Q2 		$1.51M Buy
1,610
+145
+10% +$144K 0.14% 98
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 $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 $3.37T AUM 44.26% 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

Goldstone Financial Group's COST Position: Q2 2026 in Review

Goldstone Financial Group increased its Costco (COST) stake by 9.9% in Q2 2026, buying an estimated $144K and bringing the position to 1,610 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #98.

Goldstone Financial Group first reported a position in COST in Q1 2023 and has held it in 14 quarters since. 4,254 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Goldstone Financial Group held 1,610 shares of Costco worth $1.51M as of Q2 2026.
  • Goldstone Financial Group bought 145 Costco shares in Q2 2026, an estimated $144K.
  • Costco made up 0.14% of Goldstone Financial Group's portfolio in Q2 2026, its #98 holding.
  • Goldstone Financial Group first reported a position in Costco in Q1 2023 and has held it in 14 quarters since.
  • 4,254 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.