StackStone Wealth’s Costco COST Stock Holding History

StackStone 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 Q3	$2.94M	Buy	+3,228	New	+$3.01M	0.29%	91

Other funds holding COST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

StackStone Wealth's COST Position: Q3 2026 in Review

StackStone Wealth opened a new position in Costco (COST) in Q3 2026: 3,228 shares worth $2.94M. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

1,846 funds tracked by Wall St. Rank hold COST as of Q3 2026.

StackStone Wealth held 3,228 shares of Costco worth $2.94M as of Q3 2026.
Costco was a new StackStone Wealth position in Q3 2026.
Costco made up 0.29% of StackStone Wealth's portfolio in Q3 2026, its #91 holding.
1,846 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.