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Morey & Quinn Wealth Partners’s Costco COST Stock Holding History

Morey & Quinn Wealth Partners’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 		$954K Buy
957
+98
+11% +$95.5K 0.68% 37
2025
Q4 		$741K Hold
859
– – 0.53% 51
2025
Q3 		$795K Buy
859
+16
+2% +$15.3K 0.59% 43
2025
Q2 		$835K Buy
843
+15
+2% +$14.9K 0.67% 36
2025
Q1 		$783K Buy
828
+16
+2% +$15.6K 0.65% 36
2024
Q4 		$744K Buy
+812
New +$753K 0.63% 35

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 $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morey & Quinn Wealth Partners's COST Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its Costco (COST) stake by 11% in Q1 2026, buying an estimated $95.5K and bringing the position to 957 shares worth $954K. The position accounts for 0.68% of the portfolio, ranked #37.

Morey & Quinn Wealth Partners first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Morey & Quinn Wealth Partners held 957 shares of Costco worth $954K as of Q1 2026.
  • Morey & Quinn Wealth Partners bought 98 Costco shares in Q1 2026, an estimated $95.5K.
  • Costco made up 0.68% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Morey & Quinn Wealth Partners first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.