LongView Wealth Management’s Costco COST Stock Holding History

LongView Wealth Management’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	$833K	Buy	915 +39	+4%	+$36.4K	0.2%	96
2026 Q2	$820K	Buy	876 +11	+1%	+$11K	0.21%	97
2026 Q1	$844K	Sell	865 -160	-16%	-$156K	0.21%	103
2025 Q4	$966K	Buy	1,025 +11	+1%	+$10K	0.23%	88
2025 Q3	$938K	Buy	1,014 +1	+0.1%	+$959	0.25%	84
2025 Q2	$1M	Sell	1,013 -110	-10%	-$109K	0.3%	71
2025 Q1	$1.06M	Buy	1,123 +3	+0.3%	+$2.92K	0.32%	68
2024 Q4	$1.03M	Buy	1,120 +10	+0.9%	+$9.28K	0.31%	70
2024 Q3	$984K	Buy	1,110 +109	+11%	+$94.6K	0.31%	68
2024 Q2	$851K	Sell	1,001 -9	-0.9%	-$7.02K	0.31%	69
2024 Q1	$740K	Sell	1,010 -7	-0.7%	-$5K	0.29%	74
2023 Q4	$679K	Buy	+1,017	New	+$603K	0.3%	72

Other funds holding COST

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LongView Wealth Management's COST Position: Q3 2026 in Review

LongView Wealth Management increased its Costco (COST) stake by 4.5% in Q3 2026, buying an estimated $36.4K and bringing the position to 915 shares worth $833K. The position accounts for 0.2% of the portfolio, ranked #96.

LongView Wealth Management first reported a position in COST in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q1 2025. 2,583 funds tracked by Wall St. Rank hold COST as of Q3 2026.

LongView Wealth Management held 915 shares of Costco worth $833K as of Q3 2026.
LongView Wealth Management bought 39 Costco shares in Q3 2026, an estimated $36.4K.
Costco made up 0.2% of LongView Wealth Management's portfolio in Q3 2026, its #96 holding.
LongView Wealth Management first reported a position in Costco in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Costco position peaked at $1.06M in Q1 2025.
2,583 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.