Lugano Financial Advisors SA (LFA)’s Costco COST Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$59.9K	Buy	64 +33	+106%	+$32.9K	0.04%	147
2026 Q1	$30.8K	Hold	31	–	–	0.02%	173
2025 Q4	$26.7K	Hold	31	–	–	0.01%	188
2025 Q3	$28.7K	Hold	31	–	–	0.02%	178
2025 Q2	$30.6K	Buy	+31	New	+$30.8K	0.02%	159
2023 Q3	–	Sell	-141	Closed	-$75.9K	–	188
2023 Q2	$75.9K	Hold	141	–	–	0.05%	111
2023 Q1	$70.1K	Hold	141	–	–	0.05%	80
2022 Q4	$64.4K	Buy	+141	New	+$68.9K	0.05%	81
2022 Q1	–	Sell	-141	Closed	-$80K	–	115
2021 Q4	$80K	Buy	+141	New	+$72.2K	0.05%	79
2020 Q1	–	Sell	-80	Closed	-$24K	–	126
2019 Q4	$24K	Buy	+80	New	+$23.8K	0.02%	120
2019 Q2	$21K	Hold	80	–	–	0.01%	124
2019 Q1	$19K	Sell	80 -88	-52%	-$19.2K	0.01%	119
2018 Q4	$39K	Hold	168	–	–	0.03%	138
2018 Q3	$39K	Hold	168	–	–	0.03%	138
2018 Q2	$35K	Buy	+168	New	+$33.2K	0.03%	108

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

Lugano Financial Advisors SA (LFA)'s COST Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Costco (COST) stake by 106% in Q2 2026, buying an estimated $32.9K and bringing the position to 64 shares worth $59.9K. The position accounts for 0.04% of the portfolio, ranked #147.

Lugano Financial Advisors SA (LFA) first reported a position in COST in Q2 2018 and has held it in 15 quarters since. The position peaked at $80K in Q4 2021. 4,224 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 64 shares of Costco worth $59.9K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 33 Costco shares in Q2 2026, an estimated $32.9K.
Costco made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #147 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Costco in Q2 2018 and has held it in 15 quarters since.
Lugano Financial Advisors SA (LFA)'s Costco position peaked at $80K in Q4 2021.
4,224 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.