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Plan A Wealth’s Costco COST Stock Holding History

Plan A 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 		$1.05M Buy
1,150
+12
+1% +$11.2K 0.37% 32
2026
Q2 		$1.06M Buy
1,138
+85
+8% +$84.7K 0.45% 26
2026
Q1 		$1.05M Buy
1,053
+54
+5% +$52.6K 0.5% 22
2025
Q4 		$861K Buy
999
+59
+6% +$53.5K 0.42% 26
2025
Q3 		$870K Buy
940
+55
+6% +$52.7K 0.44% 27
2025
Q2 		$876K Buy
885
+331
+60% +$329K 0.5% 31
2025
Q1 		$524K Buy
554
+244
+79% +$238K 0.41% 44
2024
Q4 		$284K Buy
+310
New +$288K 0.26% 62

Other funds holding COST

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $610M AUM 12.34% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan A Wealth's COST Position: Q3 2026 in Review

Plan A Wealth increased its Costco (COST) stake by 1.1% in Q3 2026, buying an estimated $11.2K and bringing the position to 1,150 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #32.

Plan A Wealth first reported a position in COST in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2026. 231 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Plan A Wealth held 1,150 shares of Costco worth $1.05M as of Q3 2026.
  • Plan A Wealth bought 12 Costco shares in Q3 2026, an estimated $11.2K.
  • Costco made up 0.37% of Plan A Wealth's portfolio in Q3 2026, its #32 holding.
  • Plan A Wealth first reported a position in Costco in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Costco position peaked at $1.06M in Q2 2026.
  • 231 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.