Peak Retirement Planning’s Costco COST Stock Holding History

Peak Retirement Planning’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	$240K	Buy	257 +55	+27%	+$54.8K	0.04%	169
2026 Q1	$201K	Buy	+202	New	+$197K	0.04%	151

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

Peak Retirement Planning's COST Position: Q2 2026 in Review

Peak Retirement Planning increased its Costco (COST) stake by 27% in Q2 2026, buying an estimated $54.8K and bringing the position to 257 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #169.

Peak Retirement Planning first reported a position in COST in Q1 2026 and has held it in 2 quarters since. 4,211 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Peak Retirement Planning held 257 shares of Costco worth $240K as of Q2 2026.
Peak Retirement Planning bought 55 Costco shares in Q2 2026, an estimated $54.8K.
Costco made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #169 holding.
Peak Retirement Planning first reported a position in Costco in Q1 2026 and has held it in 2 quarters since.
4,211 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.