Signal Advisors Wealth’s Costco COST Stock Holding History

Signal Advisors Wealth’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	$1.02M	Buy	1,022 +151	+17%	+$147K	0.07%	233
2025 Q4	$751K	Buy	871 +66	+8%	+$59.8K	0.06%	239
2025 Q3	$745K	Sell	805 -431	-35%	-$413K	0.07%	207
2025 Q2	$1.22M	Sell	1,236 -508	-29%	-$505K	0.1%	191
2025 Q1	$1.65M	Buy	1,744 +603	+53%	+$588K	0.16%	130
2024 Q4	$1.05M	Buy	1,141 +89	+8%	+$82.6K	0.12%	179
2024 Q3	$932K	Buy	+1,052	New	+$913K	0.13%	182
2024 Q2	–	Sell	-1,615	Closed	-$1.18M	–	105
2024 Q1	$1.18M	Buy	1,615 +911	+129%	+$650K	0.29%	82
2023 Q4	$475K	Buy	+704	New	+$417K	0.16%	122

Other funds holding COST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Signal Advisors Wealth's COST Position: Q1 2026 in Review

Signal Advisors Wealth increased its Costco (COST) stake by 17% in Q1 2026, buying an estimated $147K and bringing the position to 1,022 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #233.

Signal Advisors Wealth first reported a position in COST in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.65M in Q1 2025. 4,239 funds tracked by Wall St. Rank hold COST as of Q1 2026.

Signal Advisors Wealth held 1,022 shares of Costco worth $1.02M as of Q1 2026.
Signal Advisors Wealth bought 151 Costco shares in Q1 2026, an estimated $147K.
Costco made up 0.07% of Signal Advisors Wealth's portfolio in Q1 2026, its #233 holding.
Signal Advisors Wealth first reported a position in Costco in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's Costco position peaked at $1.65M in Q1 2025.
4,239 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.