SFP
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SwitchPoint Financial Planning’s Costco COST Stock Holding History

SwitchPoint Financial Planning’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 		$286K Buy
287
+6
+2% +$5.85K 0.19% 51
2025
Q4 		$243K Sell
281
-2
-0.7% -$1.81K 0.17% 56
2025
Q3 		$262K Sell
283
-2
-0.7% -$1.92K 0.19% 51
2025
Q2 		$282K Buy
285
+8
+3% +$7.95K 0.23% 45
2025
Q1 		$262K Buy
277
+5
+2% +$4.88K 0.25% 40
2024
Q4 		$250K Buy
+272
New +$252K 0.24% 41

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

SwitchPoint Financial Planning's COST Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Costco (COST) stake by 2.1% in Q1 2026, buying an estimated $5.85K and bringing the position to 287 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #51.

SwitchPoint Financial Planning first reported a position in COST in Q4 2024 and has held it in 6 quarters since. 4,237 funds tracked by Wall St. Rank hold COST as of Q1 2026.

  • SwitchPoint Financial Planning held 287 shares of Costco worth $286K as of Q1 2026.
  • SwitchPoint Financial Planning bought 6 Costco shares in Q1 2026, an estimated $5.85K.
  • Costco made up 0.19% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #51 holding.
  • SwitchPoint Financial Planning first reported a position in Costco in Q4 2024 and has held it in 6 quarters since.
  • 4,237 funds tracked by Wall St. Rank held Costco as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.