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Stillwater Private Wealth’s Costco COST Stock Holding History

Stillwater Private 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 		$225K Buy
+226
New +$220K 0.19% 74

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

Stillwater Private Wealth's COST Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in Costco (COST) in Q1 2026: 226 shares worth $225K. The stake represents 0.19% of the portfolio and ranks #74 among its holdings.

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

  • Stillwater Private Wealth held 226 shares of Costco worth $225K as of Q1 2026.
  • Costco was a new Stillwater Private Wealth position in Q1 2026.
  • Costco made up 0.19% of Stillwater Private Wealth's portfolio in Q1 2026, its #74 holding.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.