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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Presper Financial Architects's COST Position: Q1 2026 in Review

Presper Financial Architects increased its Costco (COST) stake by 5.4% in Q1 2026, buying an estimated $15.6K and bringing the position to 314 shares worth $313K. The position accounts for 0.19% of the portfolio, ranked #33.

Presper Financial Architects first reported a position in COST in Q2 2025 and has held it in 4 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Presper Financial Architects held 314 shares of Costco worth $313K as of Q1 2026.
  • Presper Financial Architects bought 16 Costco shares in Q1 2026, an estimated $15.6K.
  • Costco made up 0.19% of Presper Financial Architects's portfolio in Q1 2026, its #33 holding.
  • Presper Financial Architects first reported a position in Costco in Q2 2025 and has held it in 4 quarters since.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Presper Financial Architects's 13F filing for Q1 2026, filed 29 Apr 2026.