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Platt Wealth Management’s Costco COST Stock Holding History

Platt 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 		$1.54M Sell
1,650
-1,146
-41% -$1.14M 1.24% 21
2026
Q1 		$2.79M Buy
2,796
+2,205
+373% +$2.15M 2.72% 13
2025
Q4 		$509K Buy
+591
New +$536K 0.5% 29

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 $3.38T AUM 44.17% 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

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

Platt Wealth Management reduced its Costco (COST) stake by 41% in Q2 2026, selling an estimated $1.14M and leaving 1,650 shares worth $1.54M. The position accounts for 1.24% of the portfolio, ranked #21.

Platt Wealth Management first reported a position in COST in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.79M in Q1 2026. 4,260 funds tracked by Wall St. Rank hold COST as of Q2 2026.

  • Platt Wealth Management held 1,650 shares of Costco worth $1.54M as of Q2 2026.
  • Platt Wealth Management sold 1,146 Costco shares in Q2 2026, an estimated $1.14M.
  • Costco made up 1.24% of Platt Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Platt Wealth Management first reported a position in Costco in Q4 2025 and has held it in 3 quarters since.
  • Platt Wealth Management's Costco position peaked at $2.79M in Q1 2026.
  • 4,260 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.