LeClair Wealth Partners’s Costco COST Stock Holding History

LeClair Wealth Partners’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 Q2	$699K	Buy	+747	New	+$744K	0.36%	55
2026 Q1	–	Sell	-748	Closed	-$645K	–	123
2025 Q4	$645K	Sell	748 -21	-3%	-$19K	0.37%	47
2025 Q3	$712K	Sell	769 -16	-2%	-$15.3K	0.44%	41
2025 Q2	$777K	Sell	785 -3	-0.4%	-$2.98K	0.53%	37
2025 Q1	$745K	Hold	788	–	–	0.54%	38
2024 Q4	$722K	Buy	+788	New	+$731K	0.48%	46

Other funds holding COST

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

LeClair Wealth Partners's COST Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Costco (COST) in Q2 2026: 747 shares worth $699K. The stake represents 0.36% of the portfolio and ranks #55 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in COST as recently as Q4 2025.

LeClair Wealth Partners first reported a position in COST in Q4 2024 and has held it in 6 quarters since. The position peaked at $777K in Q2 2025. 4,238 funds tracked by Wall St. Rank hold COST as of Q2 2026.

LeClair Wealth Partners held 747 shares of Costco worth $699K as of Q2 2026.
Costco was a new LeClair Wealth Partners position in Q2 2026.
Costco made up 0.36% of LeClair Wealth Partners's portfolio in Q2 2026, its #55 holding.
LeClair Wealth Partners first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's Costco position peaked at $777K in Q2 2025.
4,238 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.