Landmark Financial Advisors’s Costco COST Stock Holding History

Landmark Financial Advisors’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
2023 Q4	$254K	Buy	+385	New	+$228K	0.09%	83

Other funds holding COST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's COST Position: Q4 2023 in Review

Landmark Financial Advisors opened a new position in Costco (COST) in Q4 2023: 385 shares worth $254K. The stake represents 0.09% of the portfolio and ranks #83 among its holdings.

3,340 funds tracked by Wall St. Rank hold COST as of Q4 2023.

Landmark Financial Advisors held 385 shares of Costco worth $254K as of Q4 2023.
Costco was a new Landmark Financial Advisors position in Q4 2023.
Costco made up 0.09% of Landmark Financial Advisors's portfolio in Q4 2023, its #83 holding.
3,340 funds tracked by Wall St. Rank held Costco as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.