Kiely Wealth Advisory Group’s Costco COST Stock Holding History

Kiely Wealth Advisory 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
2024 Q4	$92.4K	Hold	87	–	–	0.06%	92
2024 Q3	$81.4K	Hold	87	–	–	0.05%	101
2024 Q2	$72.7K	Hold	87	–	–	0.04%	88
2024 Q1	$63K	Hold	87	–	–	0.04%	92
2023 Q4	$59.5K	Buy	+87	New	+$51.6K	0.03%	93

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

Kiely Wealth Advisory Group's COST Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Costco (COST) position steady in Q4 2024 at 87 shares worth $92.4K. The position accounts for 0.06% of the portfolio, ranked #92.

Kiely Wealth Advisory Group first reported a position in COST in Q4 2023 and has held it in 5 quarters since. 3,930 funds tracked by Wall St. Rank hold COST as of Q4 2024.

Kiely Wealth Advisory Group held 87 shares of Costco worth $92.4K as of Q4 2024.
Kiely Wealth Advisory Group left its Costco share count unchanged in Q4 2024.
Costco made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #92 holding.
Kiely Wealth Advisory Group first reported a position in Costco in Q4 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 Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.