MWM
COST icon

Maripau Wealth Management’s Costco COST Stock Holding History

Maripau 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
Q1 		$998K Buy
1,002
+322
+47% +$314K 0.44% 52
2025
Q4 		$585K Buy
680
+378
+125% +$343K 0.27% 70
2025
Q3 		$279K Sell
302
-16
-5% -$15.3K 0.14% 117
2025
Q2 		$315K Sell
318
-191
-38% -$190K 0.16% 115
2025
Q1 		$482K Buy
+509
New +$496K 0.28% 81
2024
Q2 		– Sell
-1,098
Closed -$805K – 151
2024
Q1 		$805K Buy
+1,098
New +$784K 0.6% 41

Other funds holding COST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Maripau Wealth Management's COST Position: Q1 2026 in Review

Maripau Wealth Management increased its Costco (COST) stake by 47% in Q1 2026, buying an estimated $314K and bringing the position to 1,002 shares worth $998K. The position accounts for 0.44% of the portfolio, ranked #52.

Maripau Wealth Management first reported a position in COST in Q1 2024 and has held it in 6 quarters since. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Maripau Wealth Management held 1,002 shares of Costco worth $998K as of Q1 2026.
  • Maripau Wealth Management bought 322 Costco shares in Q1 2026, an estimated $314K.
  • Costco made up 0.44% of Maripau Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Maripau Wealth Management first reported a position in Costco in Q1 2024 and has held it in 6 quarters since.
  • 4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.