Kades & Cheifetz’s Costco COST Stock Holding History

Kades & Cheifetz’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
2024 Q4	$267K	Hold	291	–	–	0.14%	90
2024 Q3	$258K	Buy	291 +1	+0.3%	+$868	0.15%	80
2024 Q2	$247K	Hold	290	–	–	0.16%	81
2024 Q1	$212K	Buy	+290	New	+$207K	0.14%	83
2023 Q4	–	Sell	-400	Closed	-$226K	–	81
2023 Q3	$226K	Buy	+400	New	+$221K	0.18%	71

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kades & Cheifetz's COST Position: Q4 2024 in Review

Kades & Cheifetz held its Costco (COST) position steady in Q4 2024 at 291 shares worth $267K. The position accounts for 0.14% of the portfolio, ranked #90.

Kades & Cheifetz first reported a position in COST in Q3 2023 and has held it in 5 quarters since. 3,930 funds tracked by Wall St. Rank hold COST as of Q4 2024.

Kades & Cheifetz held 291 shares of Costco worth $267K as of Q4 2024.
Kades & Cheifetz left its Costco share count unchanged in Q4 2024.
Costco made up 0.14% of Kades & Cheifetz's portfolio in Q4 2024, its #90 holding.
Kades & Cheifetz first reported a position in Costco in Q3 2023 and has held it in 5 quarters since.
3,930 funds tracked by Wall St. Rank held Costco as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.