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Legacy Financial Independent Advisors’s Costco COST Stock Holding History

Legacy Financial Independent 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
2026
Q2 		$222K Sell
237
-4
-2% -$3.98K 0.1% 113
2026
Q1 		$240K Buy
+241
New +$235K 0.12% 103

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Financial Independent Advisors's COST Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Costco (COST) stake by 1.7% in Q2 2026, selling an estimated $3.98K and leaving 237 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #113.

Legacy Financial Independent Advisors first reported a position in COST in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 4,213 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Legacy Financial Independent Advisors held 237 shares of Costco worth $222K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 4 Costco shares in Q2 2026, an estimated $3.98K.
  • Costco made up 0.1% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #113 holding.
  • Legacy Financial Independent Advisors first reported a position in Costco in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Costco position peaked at $240K in Q1 2026.
  • 4,213 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.