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Planning Strategies’s Costco COST Stock Holding History

Planning Strategies’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 		$22.5K Buy
+24
New +$23.9K 0.01% 230

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Planning Strategies's COST Position: Q2 2026 in Review

Planning Strategies opened a new position in Costco (COST) in Q2 2026: 24 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings.

4,065 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Planning Strategies held 24 shares of Costco worth $22.5K as of Q2 2026.
  • Costco was a new Planning Strategies position in Q2 2026.
  • Costco made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #230 holding.
  • 4,065 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.