GRWP
COST icon

Green Ridge Wealth Planning’s Costco COST Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$401K Sell
440
-62
-12% -$57.9K 0.16% 52
2026
Q2 		$470K Hold
502
– – 0.2% 51
2026
Q1 		$500K Sell
502
-6
-1% -$5.85K 0.26% 45
2025
Q4 		$438K Buy
+508
New +$460K 0.22% 50

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Green Ridge Wealth Planning's COST Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Costco (COST) stake by 12% in Q3 2026, selling an estimated $57.9K and leaving 440 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #52.

Green Ridge Wealth Planning first reported a position in COST in Q4 2025 and has held it in 4 quarters since. The position peaked at $500K in Q1 2026. 184 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Green Ridge Wealth Planning held 440 shares of Costco worth $401K as of Q3 2026.
  • Green Ridge Wealth Planning sold 62 Costco shares in Q3 2026, an estimated $57.9K.
  • Costco made up 0.16% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #52 holding.
  • Green Ridge Wealth Planning first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Costco position peaked at $500K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.