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Hurlow Wealth Management Group’s Costco COST Stock Holding History

Hurlow Wealth Management 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
2025
Q3 		– Sell
-283
Closed -$280K – 121
2025
Q2 		$280K Hold
283
– – 0.08% 104
2025
Q1 		$268K Hold
283
– – 0.08% 103
2024
Q4 		$259K Hold
283
– – 0.08% 104
2024
Q3 		$251K Hold
283
– – 0.08% 108
2024
Q2 		$241K Hold
283
– – 0.08% 103
2024
Q1 		$207K Buy
+283
New +$202K 0.07% 113

Other funds holding COST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hurlow Wealth Management Group's COST Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Costco (COST) in Q3 2025, closing a stake of 283 shares — an estimated $280K sold.

Hurlow Wealth Management Group first reported a position in COST in Q1 2024 and held it in 6 quarters. The position peaked at $280K in Q2 2025. 3,932 funds tracked by Wall St. Rank hold COST as of Q3 2025.

  • Hurlow Wealth Management Group reported no remaining Costco position as of Q3 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 283 Costco shares in Q3 2025, an estimated $280K.
  • Hurlow Wealth Management Group first reported a position in Costco in Q1 2024 and held it in 6 quarters.
  • Hurlow Wealth Management Group's Costco position peaked at $280K in Q2 2025.
  • 3,932 funds tracked by Wall St. Rank held Costco as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.