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Legacy Capital Wealth Management’s Costco COST Stock Holding History

Legacy Capital 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
2026
Q1 		$2.8M Buy
2,812
+364
+15% +$355K 1.61% 34
2025
Q4 		$2.11M Buy
+2,448
New +$2.22M 1.28% 34
2024
Q4 		$1.51M Buy
+1,646
New +$1.53M 1.5% 21

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 $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Wealth Management's COST Position: Q1 2026 in Review

Legacy Capital Wealth Management increased its Costco (COST) stake by 15% in Q1 2026, buying an estimated $355K and bringing the position to 2,812 shares worth $2.8M. The position accounts for 1.61% of the portfolio, ranked #34.

Legacy Capital Wealth Management first reported a position in COST in Q4 2024 and has held it in 3 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Legacy Capital Wealth Management held 2,812 shares of Costco worth $2.8M as of Q1 2026.
  • Legacy Capital Wealth Management bought 364 Costco shares in Q1 2026, an estimated $355K.
  • Costco made up 1.61% of Legacy Capital Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Legacy Capital Wealth Management first reported a position in Costco in Q4 2024 and has held it in 3 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.