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Polaris Financial Partners’s Costco COST Stock Holding History

Polaris Financial Partners’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 		$3.41M Buy
+3,705
New +$3.46M 1.52% 17

Other funds holding COST

DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Polaris Financial Partners's COST Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Costco (COST) in Q3 2026: 3,705 shares worth $3.41M. The stake represents 1.52% of the portfolio and ranks #17 among its holdings.

20 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Polaris Financial Partners held 3,705 shares of Costco worth $3.41M as of Q3 2026.
  • Costco was a new Polaris Financial Partners position in Q3 2026.
  • Costco made up 1.52% of Polaris Financial Partners's portfolio in Q3 2026, its #17 holding.
  • 20 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.