Jericho Financial’s Costco COST Stock Holding History

Jericho Financial’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	$4.86M	Buy	5,338 +120	+2%	+$112K	2.41%	21
2026 Q2	$4.88M	Buy	5,218 +973	+23%	+$969K	2.53%	20
2026 Q1	$4.23M	Sell	4,245 -532	-11%	-$518K	2.67%	21
2025 Q4	$4.12M	Buy	4,777 +1,116	+30%	+$1.01M	2.48%	22
2025 Q3	$3.39M	Buy	3,661 +108	+3%	+$104K	2.06%	23
2025 Q2	$3.52M	Sell	3,553 -75	-2%	-$74.5K	2.32%	23
2025 Q1	$3.43M	Buy	3,628 +176	+5%	+$172K	2.49%	23
2024 Q4	$3.16M	Buy	+3,452	New	+$3.2M	2.29%	21

Other funds holding COST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Jericho Financial's COST Position: Q3 2026 in Review

Jericho Financial increased its Costco (COST) stake by 2.3% in Q3 2026, buying an estimated $112K and bringing the position to 5,338 shares worth $4.86M. The position accounts for 2.41% of the portfolio, ranked #21.

Jericho Financial first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.88M in Q2 2026. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Jericho Financial held 5,338 shares of Costco worth $4.86M as of Q3 2026.
Jericho Financial bought 120 Costco shares in Q3 2026, an estimated $112K.
Costco made up 2.41% of Jericho Financial's portfolio in Q3 2026, its #21 holding.
Jericho Financial first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
Jericho Financial's Costco position peaked at $4.88M in Q2 2026.
2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Jericho Financial's 13F filing for Q3 2026, filed 13 Oct 2026.