LifePlan Investment Advisors’s Costco COST Stock Holding History

LifePlan Investment 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	$493K	Buy	527 +117	+29%	+$117K	0.17%	95
2026 Q1	$409K	Buy	410 +27	+7%	+$26.3K	0.16%	94
2025 Q4	$331K	Sell	383 -5	-1%	-$4.53K	0.13%	94
2025 Q3	$359K	Buy	388 +23	+6%	+$22K	0.15%	91
2025 Q2	$361K	Hold	365	–	–	0.18%	82
2025 Q1	$345K	Sell	365 -33	-8%	-$32.2K	0.2%	76
2024 Q4	$364K	Buy	398 +7	+2%	+$6.5K	0.23%	73
2024 Q3	$346K	Sell	391 -13	-3%	-$11.3K	0.22%	70
2024 Q2	$344K	Hold	404	–	–	0.25%	69
2024 Q1	$296K	Buy	+404	New	+$288K	0.24%	68

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

LifePlan Investment Advisors's COST Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Costco (COST) stake by 29% in Q2 2026, buying an estimated $117K and bringing the position to 527 shares worth $493K. The position accounts for 0.17% of the portfolio, ranked #95.

LifePlan Investment Advisors first reported a position in COST in Q1 2024 and has held it in 10 quarters since. 4,247 funds tracked by Wall St. Rank hold COST as of Q2 2026.

LifePlan Investment Advisors held 527 shares of Costco worth $493K as of Q2 2026.
LifePlan Investment Advisors bought 117 Costco shares in Q2 2026, an estimated $117K.
Costco made up 0.17% of LifePlan Investment Advisors's portfolio in Q2 2026, its #95 holding.
LifePlan Investment Advisors first reported a position in Costco in Q1 2024 and has held it in 10 quarters since.
4,247 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.