Pursuit Wealth Management’s Costco COST Stock Holding History

Pursuit 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
2025 Q4	$532K	Buy	+617	New	+$559K	0.46%	76

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pursuit Wealth Management's COST Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Costco (COST) in Q4 2025: 617 shares worth $532K. The stake represents 0.46% of the portfolio and ranks #76 among its holdings.

4,117 funds tracked by Wall St. Rank hold COST as of Q4 2025.

Pursuit Wealth Management held 617 shares of Costco worth $532K as of Q4 2025.
Costco was a new Pursuit Wealth Management position in Q4 2025.
Costco made up 0.46% of Pursuit Wealth Management's portfolio in Q4 2025, its #76 holding.
4,117 funds tracked by Wall St. Rank held Costco as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.