Leslie Global Wealth
COST icon

Leslie Global Wealth’s Costco COST Stock Holding History

Leslie Global Wealth’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
Q3 		$203K Sell
223
-3
-1% -$2.8K 0.07% 90
2026
Q2 		$211K Sell
226
-1
-0.4% -$996 0.08% 85
2026
Q1 		$226K Buy
+227
New +$221K 0.12% 70
2025
Q4 		– Sell
-229
Closed -$212K – 74
2025
Q3 		$212K Sell
229
-4
-2% -$3.83K 0.1% 72
2025
Q2 		$231K Buy
+233
New +$232K 0.12% 69

Other funds holding COST

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Leslie Global Wealth's COST Position: Q3 2026 in Review

Leslie Global Wealth reduced its Costco (COST) stake by 1.3% in Q3 2026, selling an estimated $2.8K and leaving 223 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #90.

Leslie Global Wealth first reported a position in COST in Q2 2025 and has held it in 5 quarters since. The position peaked at $231K in Q2 2025. 3,368 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Leslie Global Wealth held 223 shares of Costco worth $203K as of Q3 2026.
  • Leslie Global Wealth sold 3 Costco shares in Q3 2026, an estimated $2.8K.
  • Costco made up 0.07% of Leslie Global Wealth's portfolio in Q3 2026, its #90 holding.
  • Leslie Global Wealth first reported a position in Costco in Q2 2025 and has held it in 5 quarters since.
  • Leslie Global Wealth's Costco position peaked at $231K in Q2 2025.
  • 3,368 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.