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Peck Wealth Management’s Costco COST Stock Holding History

Peck 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
Q2 		$121K Hold
129
– – 0.1% 88
2026
Q1 		$129K Hold
129
– – 0.13% 79
2025
Q4 		$111K Hold
129
– – 0.11% 88
2025
Q3 		$119K Buy
+129
New +$124K 0.11% 84

Other funds holding COST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peck Wealth Management's COST Position: Q2 2026 in Review

Peck Wealth Management held its Costco (COST) position steady in Q2 2026 at 129 shares worth $121K. The position accounts for 0.1% of the portfolio, ranked #88.

Peck Wealth Management first reported a position in COST in Q3 2025 and has held it in 4 quarters since. The position peaked at $129K in Q1 2026. 4,210 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Peck Wealth Management held 129 shares of Costco worth $121K as of Q2 2026.
  • Peck Wealth Management left its Costco share count unchanged in Q2 2026.
  • Costco made up 0.1% of Peck Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Peck Wealth Management first reported a position in Costco in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's Costco position peaked at $129K in Q1 2026.
  • 4,210 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.