Paladin Wealth’s Costco COST Stock Holding History

Paladin Wealth’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	$616K	Buy	677 +47	+7%	+$43.9K	0.33%	81
2026 Q2	$589K	Buy	630 +43	+7%	+$42.8K	0.34%	85
2026 Q1	$585K	Sell	587 -98	-14%	-$95.5K	0.4%	82
2025 Q4	$591K	Sell	685 -50	-7%	-$45.3K	0.4%	82
2025 Q3	$680K	Sell	735 -10	-1%	-$9.6K	0.49%	76
2025 Q2	$738K	Sell	745 -43	-5%	-$42.7K	0.57%	73
2025 Q1	$745K	Buy	788 +84	+12%	+$81.9K	0.67%	63
2024 Q4	$645K	Buy	704 +6	+0.9%	+$5.57K	0.56%	68
2024 Q3	$619K	Buy	+698	New	+$606K	0.54%	66

Other funds holding COST

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Paladin Wealth's COST Position: Q3 2026 in Review

Paladin Wealth increased its Costco (COST) stake by 7.5% in Q3 2026, buying an estimated $43.9K and bringing the position to 677 shares worth $616K. The position accounts for 0.33% of the portfolio, ranked #81.

Paladin Wealth first reported a position in COST in Q3 2024 and has held it in 9 quarters since. The position peaked at $745K in Q1 2025. 1,507 funds tracked by Wall St. Rank hold COST as of Q3 2026.

Paladin Wealth held 677 shares of Costco worth $616K as of Q3 2026.
Paladin Wealth bought 47 Costco shares in Q3 2026, an estimated $43.9K.
Costco made up 0.33% of Paladin Wealth's portfolio in Q3 2026, its #81 holding.
Paladin Wealth first reported a position in Costco in Q3 2024 and has held it in 9 quarters since.
Paladin Wealth's Costco position peaked at $745K in Q1 2025.
1,507 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.