Legacy Wealth Advisors’s Costco COST Stock Holding History

Legacy Wealth 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	$487K	Buy	521 +118	+29%	+$118K	0.21%	62
2026 Q1	$402K	Buy	+403	New	+$393K	0.2%	54

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

Legacy Wealth Advisors's COST Position: Q2 2026 in Review

Legacy Wealth Advisors increased its Costco (COST) stake by 29% in Q2 2026, buying an estimated $118K and bringing the position to 521 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #62.

Legacy Wealth Advisors first reported a position in COST in Q1 2026 and has held it in 2 quarters since. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Legacy Wealth Advisors held 521 shares of Costco worth $487K as of Q2 2026.
Legacy Wealth Advisors bought 118 Costco shares in Q2 2026, an estimated $118K.
Costco made up 0.21% of Legacy Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Legacy Wealth Advisors first reported a position in Costco in Q1 2026 and has held it in 2 quarters since.
4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.