PCS
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Personal CFO Solutions’s Costco COST Stock Holding History

Personal CFO Solutions’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 		$1.54M Buy
1,547
+64
+4% +$62.4K 0.22% 76
2025
Q4 		$1.28M Sell
1,483
-145
-9% -$131K 0.2% 90
2025
Q3 		$1.51M Sell
1,628
-6
-0.4% -$5.75K 0.26% 69
2025
Q2 		$1.62M Buy
1,634
+115
+8% +$114K 0.3% 61
2025
Q1 		$1.44M Buy
1,519
+167
+12% +$163K 0.29% 70
2024
Q4 		$1.24M Buy
1,352
+47
+4% +$43.6K 0.24% 81
2024
Q3 		$1.16M Sell
1,305
-63
-5% -$54.7K 0.16% 122
2024
Q2 		$1.16M Sell
1,368
-125
-8% -$97.5K 0.18% 108
2024
Q1 		$1.09M Buy
1,493
+17
+1% +$12.1K 0.17% 117
2023
Q4 		$974K Buy
1,476
+487
+49% +$289K 0.17% 122
2023
Q3 		$559K Buy
989
+34
+4% +$18.8K 0.11% 174
2023
Q2 		$514K Buy
955
+9
+1% +$4.55K 0.1% 197
2023
Q1 		$470K Buy
946
+24
+3% +$11.8K 0.1% 203
2022
Q4 		$421K Buy
922
+47
+5% +$23K 0.09% 211
2022
Q3 		$413K Sell
875
-6
-0.7% -$3.12K 0.1% 187
2022
Q2 		$422K Sell
881
-19
-2% -$9.64K 0.1% 188
2022
Q1 		$519K Buy
900
+119
+15% +$62.5K 0.1% 195
2021
Q4 		$444K Sell
781
-17
-2% -$8.71K 0.08% 222
2021
Q3 		$359K Buy
798
+119
+18% +$52.3K 0.07% 244
2021
Q2 		$269K Buy
679
+51
+8% +$19.3K 0.06% 324
2021
Q1 		$221K Buy
+628
New +$219K 0.05% 359
2020
Q2 		– Sell
-813
Closed -$232K – 322
2020
Q1 		$232K Buy
+813
New +$247K 0.08% 210

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

Personal CFO Solutions's COST Position: Q1 2026 in Review

Personal CFO Solutions increased its Costco (COST) stake by 4.3% in Q1 2026, buying an estimated $62.4K and bringing the position to 1,547 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #76.

Personal CFO Solutions first reported a position in COST in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.62M in Q2 2025. 4,236 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Personal CFO Solutions held 1,547 shares of Costco worth $1.54M as of Q1 2026.
  • Personal CFO Solutions bought 64 Costco shares in Q1 2026, an estimated $62.4K.
  • Costco made up 0.22% of Personal CFO Solutions's portfolio in Q1 2026, its #76 holding.
  • Personal CFO Solutions first reported a position in Costco in Q1 2020 and has held it in 22 quarters since.
  • Personal CFO Solutions's Costco position peaked at $1.62M in Q2 2025.
  • 4,236 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.