Third View Private Wealth
COST icon

Third View Private Wealth’s Costco COST Stock Holding History

Third View 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
Q3 		$2.77M Sell
3,040
-10
-0.3% -$9.34K 0.33% 73
2026
Q2 		$2.85M Buy
3,050
+224
+8% +$223K 0.35% 70
2026
Q1 		$2.82M Buy
2,826
+15
+0.5% +$14.6K 0.39% 69
2025
Q4 		$2.42M Buy
+2,811
New +$2.55M 0.33% 80

Other funds holding COST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Third View Private Wealth's COST Position: Q3 2026 in Review

Third View Private Wealth reduced its Costco (COST) stake by 0.33% in Q3 2026, selling an estimated $9.34K and leaving 3,040 shares worth $2.77M. The position accounts for 0.33% of the portfolio, ranked #73.

Third View Private Wealth first reported a position in COST in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.85M in Q2 2026. 2,631 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Third View Private Wealth held 3,040 shares of Costco worth $2.77M as of Q3 2026.
  • Third View Private Wealth sold 10 Costco shares in Q3 2026, an estimated $9.34K.
  • Costco made up 0.33% of Third View Private Wealth's portfolio in Q3 2026, its #73 holding.
  • Third View Private Wealth first reported a position in Costco in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Costco position peaked at $2.85M in Q2 2026.
  • 2,631 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.