KFG
COST icon

Kingdom Financial Group’s Costco COST Stock Holding History

Kingdom Financial 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
2026
Q1 		$81.4K Buy
82
+15
+22% +$14.6K 0.02% 220
2025
Q4 		$57.3K Buy
+67
New +$60.7K 0.02% 241
2024
Q4 		– Sell
-367
Closed -$325K – 52
2024
Q3 		$325K Sell
367
-72
-16% -$62.5K 0.24% 36
2024
Q2 		$373K Sell
439
-36
-8% -$28.1K 0.25% 36
2024
Q1 		$348K Buy
+475
New +$339K 0.24% 40

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 $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingdom Financial Group's COST Position: Q1 2026 in Review

Kingdom Financial Group increased its Costco (COST) stake by 22% in Q1 2026, buying an estimated $14.6K and bringing the position to 82 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #220.

Kingdom Financial Group first reported a position in COST in Q1 2024 and has held it in 5 quarters since. The position peaked at $373K in Q2 2024. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Kingdom Financial Group held 82 shares of Costco worth $81.4K as of Q1 2026.
  • Kingdom Financial Group bought 15 Costco shares in Q1 2026, an estimated $14.6K.
  • Costco made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #220 holding.
  • Kingdom Financial Group first reported a position in Costco in Q1 2024 and has held it in 5 quarters since.
  • Kingdom Financial Group's Costco position peaked at $373K in Q2 2024.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.