Presper Financial Architects’s Costco COST Stock Holding History

Presper Financial Architects’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	$303K	Buy	324 +10	+3%	+$9.96K	0.16%	36
2026 Q1	$313K	Buy	314 +16	+5%	+$15.6K	0.19%	33
2025 Q4	$257K	Buy	298 +6	+2%	+$5.44K	0.15%	45
2025 Q3	$270K	Buy	292 +27	+10%	+$25.9K	0.16%	43
2025 Q2	$262K	Buy	+265	New	+$263K	0.2%	37

Other funds holding COST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Presper Financial Architects's COST Position: Q2 2026 in Review

Presper Financial Architects increased its Costco (COST) stake by 3.2% in Q2 2026, buying an estimated $9.96K and bringing the position to 324 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #36.

Presper Financial Architects first reported a position in COST in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold COST as of Q2 2026.

Presper Financial Architects held 324 shares of Costco worth $303K as of Q2 2026.
Presper Financial Architects bought 10 Costco shares in Q2 2026, an estimated $9.96K.
Costco made up 0.16% of Presper Financial Architects's portfolio in Q2 2026, its #36 holding.
Presper Financial Architects first reported a position in Costco in Q2 2025 and has held it in 5 quarters since.
Presper Financial Architects's Costco position peaked at $313K in Q1 2026.
4,240 funds tracked by Wall St. Rank held Costco as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.