Scott Marsh Financial’s Costco COST Stock Holding History

Scott Marsh Financial’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 Q2	$799K	Buy	+808	New	+$803K	0.3%	110

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Scott Marsh Financial's COST Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Costco (COST) in Q2 2025: 808 shares worth $799K. The stake represents 0.3% of the portfolio and ranks #110 among its holdings.

4,002 funds tracked by Wall St. Rank hold COST as of Q2 2025.

Scott Marsh Financial held 808 shares of Costco worth $799K as of Q2 2025.
Costco was a new Scott Marsh Financial position in Q2 2025.
Costco made up 0.3% of Scott Marsh Financial's portfolio in Q2 2025, its #110 holding.
4,002 funds tracked by Wall St. Rank held Costco as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.