Kingsview Wealth Management’s Costco COST Stock Holding History

Kingsview Wealth Management’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
2022 Q1	–	Sell	-500	Closed	-$257K	–	886
2021 Q4	$257K	Buy	+500	New	+$256K	0.01%	788
2018 Q3	–	Sell	-1,100	Closed	-$3K	–	420
2018 Q2	$3K	Buy	+1,100	New	+$217K	﹤0.01%	339
2018 Q1	–	Sell	-1,100	Closed	-$2K	–	378
2017 Q4	$2K	Buy	+1,100	New	+$190K	﹤0.01%	358
2017 Q3	–	Sell	-2,000	Closed	-$2K	–	374
2017 Q2	$2K	Buy	+2,000	New	+$345K	﹤0.01%	314

Other funds holding COST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Kingsview Wealth Management's COST Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Costco (COST) stake by 75% in Q1 2026, selling an estimated $48.2M and leaving 16,818 shares worth $16.8M. The position accounts for 0.23% of the portfolio, ranked #79.

Kingsview Wealth Management first reported a position in COST in Q1 2017 and has held it in 37 quarters since. The position peaked at $57.2M in Q4 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Kingsview Wealth Management held 16,818 shares of Costco worth $16.8M as of Q1 2026.
Kingsview Wealth Management sold 49,464 Costco shares in Q1 2026, an estimated $48.2M.
Costco made up 0.23% of Kingsview Wealth Management's portfolio in Q1 2026, its #79 holding.
Kingsview Wealth Management first reported a position in Costco in Q1 2017 and has held it in 37 quarters since.
Kingsview Wealth Management's Costco position peaked at $57.2M in Q4 2025.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.