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Sard Wealth Management Group’s Costco COST Stock Holding History

Sard Wealth Management Group’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 		$202K Buy
+203
New +$198K 0.11% 60

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

Sard Wealth Management Group's COST Position: Q1 2026 in Review

Sard Wealth Management Group opened a new position in Costco (COST) in Q1 2026: 203 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings.

4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • Sard Wealth Management Group held 203 shares of Costco worth $202K as of Q1 2026.
  • Costco was a new Sard Wealth Management Group position in Q1 2026.
  • Costco made up 0.11% of Sard Wealth Management Group's portfolio in Q1 2026, its #60 holding.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.