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Panoramic Investment Advisors’s Costco COST Stock Holding History

Panoramic Investment Advisors’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 		$447K Hold
449
– – 0.24% 82
2025
Q4 		$387K Hold
449
– – 0.21% 81
2025
Q3 		$416K Sell
449
-101
-18% -$96.8K 0.23% 74
2025
Q2 		$544K Buy
+550
New +$547K 0.33% 61

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

Panoramic Investment Advisors's COST Position: Q1 2026 in Review

Panoramic Investment Advisors held its Costco (COST) position steady in Q1 2026 at 449 shares worth $447K. The position accounts for 0.24% of the portfolio, ranked #82.

Panoramic Investment Advisors first reported a position in COST in Q2 2025 and has held it in 4 quarters since. The position peaked at $544K in Q2 2025. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Panoramic Investment Advisors held 449 shares of Costco worth $447K as of Q1 2026.
  • Panoramic Investment Advisors left its Costco share count unchanged in Q1 2026.
  • Costco made up 0.24% of Panoramic Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Panoramic Investment Advisors first reported a position in Costco in Q2 2025 and has held it in 4 quarters since.
  • Panoramic Investment Advisors's Costco position peaked at $544K in Q2 2025.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.