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Jaffetilchin Investment Partners’s Costco COST Stock Holding History

Jaffetilchin Investment Partners’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 		$4.74M Buy
4,752
+4
+0.1% +$3.9K 0.28% 61
2025
Q4 		$4.09M Buy
4,748
+135
+3% +$122K 0.24% 73
2025
Q3 		$4.27M Buy
4,613
+19
+0.4% +$18.2K 0.26% 68
2025
Q2 		$4.55M Buy
4,594
+297
+7% +$295K 0.3% 59
2025
Q1 		$4.06M Buy
4,297
+86
+2% +$83.8K 0.3% 55
2024
Q4 		$3.86M Buy
4,211
+319
+8% +$296K 0.28% 58
2024
Q3 		$3.45M Buy
3,892
+244
+7% +$212K 0.26% 62
2024
Q2 		$3.1M Buy
3,648
+144
+4% +$112K 0.26% 63
2024
Q1 		$2.57M Buy
3,504
+1,289
+58% +$920K 0.23% 74
2023
Q4 		$1.46M Sell
2,215
-107
-5% -$63.4K 0.14% 101
2023
Q3 		$1.31M Buy
2,322
+3
+0.1% +$1.66K 0.14% 95
2023
Q2 		$1.25M Buy
2,319
+117
+5% +$59.2K 0.13% 106
2023
Q1 		$1.09M Buy
2,202
+4
+0.2% +$1.96K 0.12% 126
2022
Q4 		$1M Buy
2,198
+17
+0.8% +$8.31K 0.12% 129
2022
Q3 		$1.03M Buy
2,181
+158
+8% +$82.2K 0.13% 102
2022
Q2 		$969K Buy
2,023
+497
+33% +$252K 0.11% 119
2022
Q1 		$742K Buy
1,526
+556
+57% +$292K 0.09% 151
2021
Q4 		$551K Buy
970
+38
+4% +$19.5K 0.05% 200
2021
Q3 		$419K Sell
932
-84
-8% -$36.9K 0.04% 228
2021
Q2 		$402K Sell
1,016
-9
-0.9% -$3.4K 0.03% 293
2021
Q1 		$361K Buy
1,025
+122
+14% +$42.5K 0.04% 240
2020
Q4 		$340K Buy
+903
New +$337K 0.05% 209
2016
Q1 		– Sell
-3,397
Closed -$549K – 191
2015
Q4 		$549K Buy
+3,397
New +$537K 0.18% 89
2015
Q3 		– Sell
-4,341
Closed -$586K – 190
2015
Q2 		$586K Sell
4,341
-1,310
-23% -$188K 0.18% 97
2015
Q1 		$856K Buy
+5,651
New +$829K 0.26% 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

Jaffetilchin Investment Partners's COST Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Costco (COST) stake by 0.08% in Q1 2026, buying an estimated $3.9K and bringing the position to 4,752 shares worth $4.74M. The position accounts for 0.28% of the portfolio, ranked #61.

Jaffetilchin Investment Partners first reported a position in COST in Q1 2015 and has held it in 25 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Jaffetilchin Investment Partners held 4,752 shares of Costco worth $4.74M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 4 Costco shares in Q1 2026, an estimated $3.9K.
  • Costco made up 0.28% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #61 holding.
  • Jaffetilchin Investment Partners first reported a position in Costco in Q1 2015 and has held it in 25 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.