Tilson Financial Group
COST icon

Tilson Financial Group’s Costco COST Stock Holding History

Tilson Financial Group’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 		$917K Buy
+1,007
New +$940K 0.25% 43

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Invesco
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Geode Capital Management
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Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Tilson Financial Group's COST Position: Q3 2026 in Review

Tilson Financial Group opened a new position in Costco (COST) in Q3 2026: 1,007 shares worth $917K. The stake represents 0.25% of the portfolio and ranks #43 among its holdings.

3,744 funds tracked by Wall St. Rank hold COST as of Q3 2026.

  • Tilson Financial Group held 1,007 shares of Costco worth $917K as of Q3 2026.
  • Costco was a new Tilson Financial Group position in Q3 2026.
  • Costco made up 0.25% of Tilson Financial Group's portfolio in Q3 2026, its #43 holding.
  • 3,744 funds tracked by Wall St. Rank held Costco as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.