LifeWealth Investments’s Costco COST Stock Holding History

LifeWealth Investments’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	$749K	Buy	801 +13	+2%	+$13K	0.2%	64
2026 Q1	$785K	Sell	788 -140	-15%	-$136K	0.23%	64
2025 Q4	$800K	Sell	928 -1,014	-52%	-$919K	0.25%	64
2025 Q3	$1.8M	Buy	1,942 +624	+47%	+$598K	0.27%	65
2025 Q2	$1.3M	Buy	1,318 +111	+9%	+$110K	0.22%	76
2025 Q1	$1.14M	Buy	1,207 +752	+165%	+$733K	0.25%	75
2024 Q4	$417K	Buy	+455	New	+$422K	0.28%	75

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $796M AUM 2.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeWealth Investments's COST Position: Q2 2026 in Review

LifeWealth Investments increased its Costco (COST) stake by 1.6% in Q2 2026, buying an estimated $13K and bringing the position to 801 shares worth $749K. The position accounts for 0.2% of the portfolio, ranked #64.

LifeWealth Investments first reported a position in COST in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 2,024 funds tracked by Wall St. Rank hold COST as of Q2 2026.

LifeWealth Investments held 801 shares of Costco worth $749K as of Q2 2026.
LifeWealth Investments bought 13 Costco shares in Q2 2026, an estimated $13K.
Costco made up 0.2% of LifeWealth Investments's portfolio in Q2 2026, its #64 holding.
LifeWealth Investments first reported a position in Costco in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's Costco position peaked at $1.8M in Q3 2025.
2,024 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.