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Platform Wealth Management’s Costco COST Stock Holding History

Platform 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 		$9.39M Buy
+10,041
New +$10M 3.44% 10
2025
Q4 		$18M Buy
+20,842
New +$18.9M 4.78% 6

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

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

Platform Wealth Management opened a new position in Costco (COST) in Q2 2026: 10,041 shares worth $9.39M. The stake represents 3.44% of the portfolio and ranks #10 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in COST as recently as Q4 2025.

Platform Wealth Management first reported a position in COST in Q4 2025 and has held it in 2 quarters since. The position peaked at $18M in Q4 2025. 4,231 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Platform Wealth Management held 10,041 shares of Costco worth $9.39M as of Q2 2026.
  • Costco was a new Platform Wealth Management position in Q2 2026.
  • Costco made up 3.44% of Platform Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Platform Wealth Management first reported a position in Costco in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Costco position peaked at $18M in Q4 2025.
  • 4,231 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.