Lido Advisors’s Costco COST Stock Holding History

Lido 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 Q1	–	Sell	-200	Closed	-$172K	–	1982
2025 Q4	$172K	Hold	200	–	–	﹤0.01%	1792
2025 Q3	$185K	Buy	+200	New	+$192K	﹤0.01%	1686

Other funds holding COST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Lido Advisors's COST Position: Q1 2026 in Review

Lido Advisors increased its Costco (COST) stake by 4.7% in Q1 2026, buying an estimated $5.29M and bringing the position to 120,300 shares worth $120M. The position accounts for 0.37% of the portfolio, ranked #39.

Lido Advisors first reported a position in COST in Q1 2016 and has held it in 41 quarters since. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Lido Advisors held 120,300 shares of Costco worth $120M as of Q1 2026.
Lido Advisors bought 5,428 Costco shares in Q1 2026, an estimated $5.29M.
Costco made up 0.37% of Lido Advisors's portfolio in Q1 2026, its #39 holding.
Lido Advisors first reported a position in Costco in Q1 2016 and has held it in 41 quarters since.
4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.